SFP
Sandbox Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
3,936
+139
| +4% | +$79K | 0.71% | 32 |
|
|
2025
Q1 | $1.95M | Buy |
3,797
+128
| +3% | +$65.8K | 0.69% | 33 |
|
|
2024
Q4 | $1.98M | Buy |
3,669
+96
| +3% | +$51.7K | 0.66% | 34 |
|
|
2024
Q3 | $1.89M | Buy |
3,573
+32
| +0.9% | +$16.9K | 0.67% | 30 |
|
|
2024
Q2 | $1.77M | Buy |
3,541
+287
| +9% | +$144K | 0.68% | 29 |
|
|
2024
Q1 | $1.56M | Buy |
3,254
+1,206
| +59% | +$580K | 0.66% | 30 |
|
|
2023
Q4 | $894K | Buy |
2,048
+122
| +6% | +$53.3K | 0.42% | 42 |
|
|
2023
Q3 | $756K | Sell |
1,926
-61
| -3% | -$23.9K | 0.4% | 39 |
|
|
2023
Q2 | $809K | Buy |
1,987
+42
| +2% | +$17.1K | 0.42% | 34 |
|
|
2023
Q1 | $731K | Sell |
1,945
-43
| -2% | -$16.2K | 0.44% | 33 |
|
|
2022
Q4 | $698K | Hold |
1,988
| – | – | 0.48% | 34 |
|
|
2022
Q3 | $653K | Sell |
1,988
-50
| -2% | -$16.4K | 0.48% | 29 |
|
|
2022
Q2 | $707K | Buy |
2,038
+47
| +2% | +$16.3K | 0.5% | 29 |
|
|
2022
Q1 | $827K | Buy |
1,991
+1,170
| +143% | +$486K | 0.47% | 29 |
|
|
2021
Q4 | $359K | Buy |
821
+106
| +15% | +$46.4K | 0.23% | 53 |
|
|
2021
Q3 | $282K | Sell |
715
-411
| -37% | -$162K | 0.2% | 68 |
|
|
2021
Q2 | $443K | Buy |
1,126
+126
| +13% | +$49.6K | 0.33% | 42 |
|
|
2021
Q1 | $373K | Buy |
1,000
+74
| +8% | +$27.6K | 0.3% | 45 |
|
|
2020
Q4 | $318K | Buy |
+926
| New | +$318K | 0.29% | 48 |
|