Sandbox Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $939K | Buy |
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|
2025
Q2 | $769K | Sell |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $768K | Sell |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | $724K | Sell |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $654K | Buy |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $408K | Hold |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $213K | Buy |
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