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SPA
Sentinel Pension Advisors’s
Vanguard Dividend Appreciation ETF
VIG
Stock Holding History
Sentinel Pension Advisors’s Portfolio
VIG Stock Details
VIG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-14,046
Closed
-$2.18M
–
104
2023
Q3
$2.18M
Buy
14,046
+65
+0.5%
+$10.5K
0.53%
31
2023
Q2
$2.27M
Sell
13,981
-10
-0.1%
-$1.57K
0.55%
30
2023
Q1
$2.16M
Buy
13,991
+187
+1%
+$28.6K
0.55%
30
2022
Q4
$2.1M
Buy
13,804
+214
+2%
+$31.9K
0.66%
29
2022
Q3
$1.84M
Buy
13,590
+456
+3%
+$67.9K
0.64%
28
2022
Q2
$1.88M
Buy
13,134
+818
+7%
+$125K
0.63%
30
2022
Q1
$2M
Sell
12,316
-1,174
-9%
-$189K
0.68%
31
2021
Q4
$2.32M
Buy
13,490
+143
+1%
+$23.6K
0.73%
27
2021
Q3
$2.05M
Buy
13,347
+127
+1%
+$20.2K
0.7%
26
2021
Q2
$2.05M
Buy
13,220
+3,631
+38%
+$557K
0.72%
28
2021
Q1
$307K
Sell
9,589
-6,557
-41%
-$933K
0.11%
59
2020
Q4
$2.28M
Sell
16,146
-684
-4%
-$92.7K
0.83%
27
2020
Q3
$2.17M
Buy
16,830
+620
+4%
+$78K
0.84%
27
2020
Q2
$1.9M
Buy
16,210
+758
+5%
+$86.3K
0.79%
26
2020
Q1
$1.6M
Buy
+15,452
New
+$1.84M
0.78%
27
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1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
Wealthfront Advisers
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$45.6B AUM
18.83%
1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
HWM
HB Wealth Management
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$15.4B AUM
18.35%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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