SPA
Sentinel Pension Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,088
| Closed | -$400K | – | 123 |
|
|
2025
Q1 | $400K | Hold |
4,088
| – | – | 0.07% | 85 |
|
|
2024
Q4 | $429K | Buy |
4,088
+104
| +3% | +$10.9K | 0.08% | 78 |
|
|
2024
Q3 | $405K | Hold |
3,984
| – | – | 0.08% | 83 |
|
|
2024
Q2 | $385K | Buy |
3,984
+497
| +14% | +$48K | 0.08% | 83 |
|
|
2024
Q1 | $325K | Buy |
3,487
+1
| +0% | +$93 | 0.07% | 78 |
|
|
2023
Q4 | $297K | Hold |
3,486
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $262K | Hold |
3,486
| – | – | 0.06% | 86 |
|
|
2023
Q2 | $273K | Sell |
3,486
-71
| -2% | -$5.56K | 0.07% | 81 |
|
|
2023
Q1 | $252K | Hold |
3,557
| – | – | 0.06% | 81 |
|
|
2022
Q4 | $234K | Sell |
3,557
-145
| -4% | -$9.55K | 0.07% | 75 |
|
|
2022
Q3 | $233K | Buy |
3,702
+660
| +22% | +$41.5K | 0.08% | 75 |
|
|
2022
Q2 | $202K | Buy |
3,042
+333
| +12% | +$22.1K | 0.07% | 84 |
|
|
2022
Q1 | $220K | Buy |
2,709
+52
| +2% | +$4.22K | 0.07% | 81 |
|
|
2021
Q4 | $234K | Buy |
+2,657
| New | +$234K | 0.07% | 88 |
|