SPA
Sentinel Pension Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Buy |
+746
| New | +$213K | 0.04% | 116 |
|
2025
Q1 | – | Sell |
-746
| Closed | -$201K | – | 113 |
|
2024
Q4 | $201K | Buy |
+746
| New | +$201K | 0.04% | 110 |
|
2022
Q2 | – | Sell |
-1,044
| Closed | -$218K | – | 96 |
|
2022
Q1 | $218K | Buy |
1,044
+11
| +1% | +$2.3K | 0.07% | 82 |
|
2021
Q4 | $228K | Buy |
1,033
+36
| +4% | +$7.95K | 0.07% | 90 |
|
2021
Q3 | $200K | Hold |
997
| – | – | 0.07% | 85 |
|
2021
Q2 | $200K | Buy |
+997
| New | +$200K | 0.07% | 88 |
|