Sandbox Financial Partners’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$39.7M Buy
2025
Q2
$35M Buy
2025
Q1
$29.2M Sell
2024
Q4
$32.5M Buy
2024
Q3
$29M Buy
2024
Q2
$27.4M Buy
2024
Q1
$23.8M Buy
2023
Q4
$20.3M Buy
2023
Q3
$17.2M Buy
2023
Q2
$16.4M Buy
2023
Q1
$13.8M Buy
2022
Q4
$11.4M Buy
2022
Q3
$11.3M Buy
2022
Q2
$11.5M Sell
2022
Q1
$17M Buy
2021
Q4
$17.7M Buy
2021
Q3
$14.8M Buy
2021
Q2
$8.87M Buy
2021
Q1
$7.6M Buy
2020
Q4
$5.08M Buy