Savvy Advisors, Inc. VANGUARD WELLINGTON FD Transaction History

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024
Number of Shares
9,292
Previous 8,892 4.5%
Holding current value
$942 Million
Previous $890 Million 5.91%
% of portfolio
0.19%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
400 Added 4.5%
9,292 $942 Million
Q2 2024

Aug 14, 2024
BUY
N/A
8,892 New
8,892 $890 Million
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