SPA
Sentinel Pension Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
1,936
+1
| +0.1% | +$133 | 0.04% | 104 |
|
|
2025
Q1 | $250K | Buy |
1,935
+1
| +0.1% | +$129 | 0.05% | 98 |
|
|
2024
Q4 | $247K | Sell |
1,934
-305
| -14% | -$38.9K | 0.05% | 100 |
|
|
2024
Q3 | $287K | Sell |
2,239
-1,100
| -33% | -$141K | 0.06% | 93 |
|
|
2024
Q2 | $396K | Buy |
3,339
+3
| +0.1% | +$356 | 0.08% | 81 |
|
|
2024
Q1 | $404K | Buy |
3,336
+28
| +0.8% | +$3.39K | 0.09% | 74 |
|
|
2023
Q4 | $369K | Sell |
3,308
-464
| -12% | -$51.8K | 0.09% | 71 |
|
|
2023
Q3 | $390K | Sell |
3,772
-16
| -0.4% | -$1.65K | 0.1% | 72 |
|
|
2023
Q2 | $402K | Buy |
3,788
+19
| +0.5% | +$2.02K | 0.1% | 71 |
|
|
2023
Q1 | $399K | Buy |
3,769
+74
| +2% | +$7.84K | 0.1% | 68 |
|
|
2022
Q4 | $400K | Sell |
3,695
-2,500
| -40% | -$271K | 0.13% | 63 |
|
|
2022
Q3 | $588K | Sell |
6,195
-4
| -0.1% | -$380 | 0.21% | 53 |
|
|
2022
Q2 | $630K | Sell |
6,199
-35
| -0.6% | -$3.56K | 0.21% | 55 |
|
|
2022
Q1 | $700K | Sell |
6,234
-53
| -0.8% | -$5.95K | 0.24% | 52 |
|
|
2021
Q4 | $705K | Hold |
6,287
| – | – | 0.22% | 50 |
|
|
2021
Q3 | $650K | Sell |
6,287
-202
| -3% | -$20.9K | 0.22% | 50 |
|
|
2021
Q2 | $680K | Sell |
6,489
-11,644
| -64% | -$1.22M | 0.24% | 50 |
|
|
2021
Q1 | $954K | Buy |
18,133
+11,462
| +172% | +$603K | 0.35% | 41 |
|
|
2020
Q4 | $610K | Sell |
6,671
-1,227
| -16% | -$112K | 0.22% | 48 |
|
|
2020
Q3 | $639K | Sell |
7,898
-392
| -5% | -$31.7K | 0.25% | 47 |
|
|
2020
Q2 | $653K | Hold |
8,290
| – | – | 0.27% | 45 |
|
|
2020
Q1 | $587K | Buy |
+8,290
| New | +$587K | 0.29% | 44 |
|