Sandbox Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Sell |
2,529
-36
| -1% | -$10.9K | 0.24% | 56 |
|
|
2025
Q1 | $705K | Sell |
2,565
-84
| -3% | -$23.1K | 0.25% | 53 |
|
|
2024
Q4 | $768K | Sell |
2,649
-61
| -2% | -$17.7K | 0.26% | 52 |
|
|
2024
Q3 | $767K | Buy |
2,710
+4
| +0.1% | +$1.13K | 0.27% | 51 |
|
|
2024
Q2 | $724K | Sell |
2,706
-67
| -2% | -$17.9K | 0.28% | 51 |
|
|
2024
Q1 | $721K | Buy |
2,773
+15
| +0.5% | +$3.9K | 0.3% | 47 |
|
|
2023
Q4 | $654K | Buy |
2,758
+910
| +49% | +$216K | 0.31% | 48 |
|
|
2023
Q3 | $393K | Sell |
1,848
-5
| -0.3% | -$1.06K | 0.21% | 63 |
|
|
2023
Q2 | $408K | Hold |
1,853
| – | – | 0.21% | 60 |
|
|
2023
Q1 | $378K | Sell |
1,853
-19
| -1% | -$3.88K | 0.23% | 59 |
|
|
2022
Q4 | $358K | Buy |
1,872
+63
| +3% | +$12K | 0.25% | 52 |
|
|
2022
Q3 | $325K | Sell |
1,809
-140
| -7% | -$25.2K | 0.24% | 54 |
|
|
2022
Q2 | $368K | Buy |
1,949
+28
| +1% | +$5.29K | 0.26% | 54 |
|
|
2022
Q1 | $437K | Buy |
1,921
+1,021
| +113% | +$232K | 0.25% | 45 |
|
|
2021
Q4 | $217K | Sell |
900
-58
| -6% | -$14K | 0.14% | 89 |
|
|
2021
Q3 | $213K | Buy |
+958
| New | +$213K | 0.15% | 83 |
|