SFP
Sandbox Financial Partners’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,594
| Closed | -$410K | – | 127 |
|
2025
Q1 | $410K | Buy |
1,594
+157
| +11% | +$40.3K | 0.14% | 73 |
|
2024
Q4 | $387K | Sell |
1,437
-11
| -0.8% | -$2.97K | 0.13% | 75 |
|
2024
Q3 | $381K | Sell |
1,448
-453
| -24% | -$119K | 0.13% | 74 |
|
2024
Q2 | $475K | Buy |
+1,901
| New | +$475K | 0.18% | 65 |
|