Sandbox Financial Partners’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
62,864
+253
| +0.4% | +$44.7K | 3.5% | 8 |
|
|
2025
Q1 | $10.8M | Buy |
62,611
+191
| +0.3% | +$33K | 3.82% | 7 |
|
|
2024
Q4 | $10.6M | Buy |
62,420
+2,812
| +5% | +$476K | 3.52% | 8 |
|
|
2024
Q3 | $10.4M | Buy |
59,608
+2,573
| +5% | +$449K | 3.68% | 7 |
|
|
2024
Q2 | $9.15M | Buy |
57,035
+635
| +1% | +$102K | 3.51% | 8 |
|
|
2024
Q1 | $9.19M | Buy |
56,400
+357
| +0.6% | +$58.1K | 3.86% | 7 |
|
|
2023
Q4 | $8.38M | Sell |
56,043
-2,768
| -5% | -$414K | 3.93% | 8 |
|
|
2023
Q3 | $8.11M | Buy |
58,811
+5,133
| +10% | +$708K | 4.29% | 7 |
|
|
2023
Q2 | $7.63M | Buy |
53,678
+3,617
| +7% | +$514K | 3.98% | 8 |
|
|
2023
Q1 | $6.91M | Buy |
50,061
+2,072
| +4% | +$286K | 4.17% | 8 |
|
|
2022
Q4 | $6.74M | Buy |
47,989
+3,668
| +8% | +$515K | 4.66% | 8 |
|
|
2022
Q3 | $5.47M | Buy |
44,321
+1,549
| +4% | +$191K | 4% | 9 |
|
|
2022
Q2 | $5.64M | Buy |
42,772
+2,307
| +6% | +$304K | 4.02% | 7 |
|
|
2022
Q1 | $5.98M | Buy |
+40,465
| New | +$5.98M | 3.42% | 9 |
|