SPA
Sentinel Pension Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
7,297
-16
| -0.2% | -$4.48K | 0.34% | 39 |
|
|
2025
Q1 | $1.89M | Sell |
7,313
-350
| -5% | -$90.5K | 0.35% | 40 |
|
|
2024
Q4 | $2.02M | Sell |
7,663
-179
| -2% | -$47.3K | 0.38% | 40 |
|
|
2024
Q3 | $2.07M | Sell |
7,842
-294
| -4% | -$77.6K | 0.4% | 38 |
|
|
2024
Q2 | $1.97M | Buy |
8,136
+372
| +5% | +$90.1K | 0.41% | 37 |
|
|
2024
Q1 | $1.94M | Sell |
7,764
-1,241
| -14% | -$310K | 0.41% | 36 |
|
|
2023
Q4 | $2.09M | Sell |
9,005
-2,507
| -22% | -$583K | 0.5% | 32 |
|
|
2023
Q3 | $2.4M | Buy |
11,512
+82
| +0.7% | +$17.1K | 0.58% | 28 |
|
|
2023
Q2 | $2.52M | Sell |
11,430
-35
| -0.3% | -$7.71K | 0.61% | 28 |
|
|
2023
Q1 | $2.37M | Sell |
11,465
-129
| -1% | -$26.7K | 0.6% | 28 |
|
|
2022
Q4 | $2.36M | Sell |
11,594
-1,685
| -13% | -$343K | 0.74% | 26 |
|
|
2022
Q3 | $2.5M | Buy |
13,279
+1,245
| +10% | +$234K | 0.87% | 25 |
|
|
2022
Q2 | $2.37M | Sell |
12,034
-339
| -3% | -$66.8K | 0.8% | 25 |
|
|
2022
Q1 | $2.94M | Sell |
12,373
-513
| -4% | -$122K | 1% | 22 |
|
|
2021
Q4 | $3.28M | Buy |
12,886
+60
| +0.5% | +$15.3K | 1.03% | 19 |
|
|
2021
Q3 | $3.04M | Sell |
12,826
-485
| -4% | -$115K | 1.03% | 18 |
|
|
2021
Q2 | $3.16M | Sell |
13,311
-34,191
| -72% | -$8.11M | 1.11% | 17 |
|
|
2021
Q1 | $2.03M | Buy |
47,502
+33,105
| +230% | +$1.41M | 0.74% | 27 |
|
|
2020
Q4 | $2.98M | Sell |
14,397
-2,062
| -13% | -$426K | 1.09% | 22 |
|
|
2020
Q3 | $2.9M | Sell |
16,459
-576
| -3% | -$102K | 1.12% | 21 |
|
|
2020
Q2 | $2.79M | Sell |
17,035
-2,489
| -13% | -$408K | 1.17% | 19 |
|
|
2020
Q1 | $2.57M | Buy |
19,524
+15,513
| +387% | +$2.04M | 1.25% | 17 |
|
|
2019
Q4 | $715K | Buy |
+4,011
| New | +$715K | 0.46% | 31 |
|