Number of Shares
86,100.00
Current Holdings Value*
$8.50 Mil
% of Portfolio
1%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
11.85%

SENTINEL TRUST CO LBA's Vanguard S&P Mid-Cap 400 ETF Holding Summary

As of 2025-03-31, SENTINEL TRUST CO LBA held 86,100.00 shares of Vanguard S&P Mid-Cap 400 ETF(IVOO), totaling $8.50 Mil. This investment constitutes 1% of their stock portfolio, and SENTINEL TRUST CO LBA now holds 0.36% of the outstanding Vanguard S&P Mid-Cap 400 ETF(IVOO) stock.

The initial trade took place in 2023Q4. And since then SENTINEL TRUST CO LBA has made 4 purchases of IVOO, at an average price of $95.77, for a total of 126,900.00 shares. In addition, there have been 2 sales at an average price of $105.28 for 40,800.00 shares. Based on historical transaction data and IVOO's current price of $107.99, SENTINEL TRUST CO LBA's estimated gain on his IVOO holdings is $1.44 Mil, reflecting a 11.85% gain to date.

SENTINEL TRUST CO LBA IVOO ($107.99) Holding Chart

SENTINEL TRUST CO LBA IVOO ($107.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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