Sandbox Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Sell |
45,959
-282
| -0.6% | -$57.7K | 2.97% | 9 |
|
|
2025
Q1 | $8.97M | Sell |
46,241
-1,700
| -4% | -$330K | 3.17% | 9 |
|
|
2024
Q4 | $9.39M | Sell |
47,941
-2,140
| -4% | -$419K | 3.13% | 9 |
|
|
2024
Q3 | $9.92M | Sell |
50,081
-970
| -2% | -$192K | 3.51% | 9 |
|
|
2024
Q2 | $9.32M | Buy |
51,051
+2,015
| +4% | +$368K | 3.57% | 7 |
|
|
2024
Q1 | $8.95M | Buy |
49,036
+3,175
| +7% | +$580K | 3.76% | 8 |
|
|
2023
Q4 | $7.81M | Sell |
45,861
-188
| -0.4% | -$32K | 3.67% | 9 |
|
|
2023
Q3 | $7.16M | Sell |
46,049
-699
| -1% | -$109K | 3.78% | 9 |
|
|
2023
Q2 | $7.59M | Buy |
46,748
+364
| +0.8% | +$59.1K | 3.96% | 9 |
|
|
2023
Q1 | $7.14M | Sell |
46,384
-198
| -0.4% | -$30.5K | 4.31% | 7 |
|
|
2022
Q4 | $7.07M | Buy |
46,582
+124
| +0.3% | +$18.8K | 4.89% | 5 |
|
|
2022
Q3 | $6.28M | Sell |
46,458
-116
| -0.2% | -$15.7K | 4.59% | 7 |
|
|
2022
Q2 | $6.68M | Sell |
46,574
-642
| -1% | -$92.1K | 4.76% | 5 |
|
|
2022
Q1 | $7.66M | Sell |
47,216
-1,000
| -2% | -$162K | 4.38% | 6 |
|
|
2021
Q4 | $8.28M | Buy |
48,216
+146
| +0.3% | +$25.1K | 5.2% | 5 |
|
|
2021
Q3 | $7.38M | Sell |
48,070
-15,537
| -24% | -$2.39M | 5.27% | 5 |
|
|
2021
Q2 | $9.85M | Buy |
63,607
+5,173
| +9% | +$801K | 7.33% | 3 |
|
|
2021
Q1 | $8.75M | Buy |
58,434
+14,391
| +33% | +$2.16M | 7.14% | 3 |
|
|
2020
Q4 | $6.22M | Buy |
+44,043
| New | +$6.22M | 5.68% | 4 |
|