SFP
Sandbox Financial Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35M | Buy |
79,870
+1,108
| +1% | +$486K | 11.04% | 1 |
|
|
2025
Q1 | $29.2M | Sell |
78,762
-402
| -0.5% | -$149K | 10.31% | 2 |
|
|
2024
Q4 | $32.5M | Buy |
79,164
+3,529
| +5% | +$1.45M | 10.84% | 2 |
|
|
2024
Q3 | $29M | Buy |
75,635
+2,244
| +3% | +$862K | 10.28% | 2 |
|
|
2024
Q2 | $27.4M | Buy |
73,391
+4,309
| +6% | +$1.61M | 10.52% | 2 |
|
|
2024
Q1 | $23.8M | Buy |
69,082
+3,911
| +6% | +$1.35M | 9.99% | 2 |
|
|
2023
Q4 | $20.3M | Buy |
65,171
+2,099
| +3% | +$653K | 9.51% | 2 |
|
|
2023
Q3 | $17.2M | Buy |
63,072
+4,980
| +9% | +$1.36M | 9.08% | 2 |
|
|
2023
Q2 | $16.4M | Buy |
58,092
+2,948
| +5% | +$834K | 8.58% | 2 |
|
|
2023
Q1 | $13.8M | Buy |
55,144
+1,427
| +3% | +$356K | 8.3% | 2 |
|
|
2022
Q4 | $11.4M | Buy |
53,717
+1,097
| +2% | +$234K | 7.92% | 2 |
|
|
2022
Q3 | $11.3M | Buy |
52,620
+1,115
| +2% | +$239K | 8.24% | 2 |
|
|
2022
Q2 | $11.5M | Sell |
51,505
-7,765
| -13% | -$1.73M | 8.18% | 2 |
|
|
2022
Q1 | $17M | Buy |
59,270
+4,156
| +8% | +$1.2M | 9.74% | 2 |
|
|
2021
Q4 | $17.7M | Buy |
55,114
+4,271
| +8% | +$1.37M | 11.1% | 2 |
|
|
2021
Q3 | $14.8M | Buy |
50,843
+19,909
| +64% | +$5.78M | 10.52% | 2 |
|
|
2021
Q2 | $8.87M | Buy |
30,934
+2,401
| +8% | +$689K | 6.61% | 4 |
|
|
2021
Q1 | $7.6M | Buy |
28,533
+8,473
| +42% | +$2.26M | 6.2% | 5 |
|
|
2020
Q4 | $5.08M | Buy |
+20,060
| New | +$5.08M | 4.64% | 6 |
|