Sandbox Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.11M Sell
2025
Q2
$2.24M Buy
2025
Q1
$1.95M Buy
2024
Q4
$1.98M Buy
2024
Q3
$1.89M Buy
2024
Q2
$1.77M Buy
2024
Q1
$1.56M Buy
2023
Q4
$894K Buy
2023
Q3
$756K Sell
2023
Q2
$809K Buy
2023
Q1
$731K Sell
2022
Q4
$698K Hold
2022
Q3
$653K Sell
2022
Q2
$707K Buy
2022
Q1
$827K Buy
2021
Q4
$359K Buy
2021
Q3
$282K Sell
2021
Q2
$443K Buy
2021
Q1
$373K Buy
2020
Q4
$318K Buy