Sandbox Financial Partners, LLC Vanguard Dividend Appreciation Transaction History

Sandbox Financial Partners, LLC

$276 Million
Q3 2024

A detailed history of Sandbox Financial Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sandbox Financial Partners, LLC holds 50,081 shares of VIG stock, worth $9.12 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

50,081

Previous 51,051 1.9%

Holding current value

$9.12 Million

Previous $9.32 Million 2.11%

% of portfolio

3.3%

Previous 3.63%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$182.15 - $182.15 $176,685 - $176,685	-970 Reduced 1.9%	50,081 $9.12 Million
Q2 2024 Jul 15, 2024	BUY	$173.33 - $185.29 $349,259 - $373,359	2,015 Added 4.11%	51,051 $9.32 Million
Q1 2024 Apr 15, 2024	BUY	$168.47 - $182.98 $534,892 - $580,961	3,175 Added 6.92%	49,036 $8.95 Million
Q4 2023 Jan 18, 2024	SELL	$150.16 - $171.16 $28,230 - $32,178	-188 Reduced 0.41%	45,861 $7.81 Million
Q3 2023 Oct 10, 2023	SELL	$155.38 - $166.95 $108,610 - $116,698	-699 Reduced 1.5%	46,049 $7.16 Million
Q2 2023 Jul 14, 2023	BUY	$152.74 - $162.43 $55,597 - $59,124	364 Added 0.78%	46,748 $7.59 Million
Q1 2023 Apr 21, 2023	SELL	$147.24 - $158.33 $29,153 - $31,349	-198 Reduced 0.43%	46,384 $7.14 Million
Q4 2022 Jan 25, 2023	BUY	$144.84 - $158.71 $17,960 - $19,680	124 Added 0.27%	46,582 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-116 Reduced 0.25%	46,458 $6.28 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-642 Reduced 1.36%	46,574 $6.68 Million
Q1 2022 Apr 13, 2022	SELL	N/A	-1,000 Reduced 2.07%	47,216 $7.66 Million
Q4 2021 Feb 11, 2022	BUY	N/A	146 Added 0.3%	48,216 $8.28 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-15,537 Reduced 24.43%	48,070 $7.38 Million
Q2 2021 Aug 16, 2021	BUY	N/A	5,173 Added 8.85%	63,607 $9.85 Million
Q1 2021 May 07, 2021	BUY	N/A	14,391 Added 32.67%	58,434 $8.75 Million
Q4 2020 Feb 12, 2021	BUY	N/A	44,043 New	44,043 $6.22 Million

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sandbox Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sandbox Financial Partners, LLC with notifications on news.

Account

Sandbox Financial Partners, LLC Vanguard Dividend Appreciation Transaction History