SPA
Sentinel Pension Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,478
+366
| +33% | +$86.7K | 0.06% | 96 |
|
|
2025
Q1 | $247K | Sell |
1,112
-27
| -2% | -$5.99K | 0.05% | 100 |
|
|
2024
Q4 | $274K | Buy |
1,139
+25
| +2% | +$6.01K | 0.05% | 93 |
|
|
2024
Q3 | $264K | Buy |
1,114
+37
| +3% | +$8.78K | 0.05% | 96 |
|
|
2024
Q2 | $235K | Buy |
1,077
+3
| +0.3% | +$654 | 0.05% | 98 |
|
|
2024
Q1 | $246K | Buy |
1,074
+20
| +2% | +$4.57K | 0.05% | 90 |
|
|
2023
Q4 | $225K | Sell |
1,054
-6
| -0.6% | -$1.28K | 0.05% | 90 |
|
|
2023
Q3 | $200K | Sell |
1,060
-11
| -1% | -$2.08K | 0.05% | 99 |
|
|
2023
Q2 | $213K | Sell |
1,071
-102
| -9% | -$20.3K | 0.05% | 95 |
|
|
2023
Q1 | $217K | Sell |
1,173
-1
| -0.1% | -$185 | 0.05% | 86 |
|
|
2022
Q4 | $215K | Buy |
+1,174
| New | +$215K | 0.07% | 79 |
|
|
2021
Q2 | – | Sell |
-40,732
| Closed | -$1.99M | – | 99 |
|
|
2021
Q1 | $1.99M | Buy |
40,732
+38,609
| +1,819% | +$1.88M | 0.73% | 28 |
|
|
2020
Q4 | $413K | Sell |
2,123
-117
| -5% | -$22.8K | 0.15% | 59 |
|
|
2020
Q3 | $345K | Sell |
2,240
-89
| -4% | -$13.7K | 0.13% | 62 |
|
|
2020
Q2 | $339K | Sell |
2,329
-1,877
| -45% | -$273K | 0.14% | 58 |
|
|
2020
Q1 | $486K | Buy |
4,206
+1,757
| +72% | +$203K | 0.24% | 51 |
|
|
2019
Q4 | $406K | Buy |
+2,449
| New | +$406K | 0.26% | 42 |
|