Number of Shares
45,959.00
Current Holdings Value*
$9.41 Mil
% of Portfolio
2.97%
Total Estimate Gain
$3.61 Mil
% of Total Estimate Gain
36.96%

Sandbox Financial Partners, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, Sandbox Financial Partners, LLC held 45,959.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $9.41 Mil. This investment constitutes 2.97% of their stock portfolio, and Sandbox Financial Partners, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2020Q4. And since then Sandbox Financial Partners, LLC has made 7 purchases of VIG, at an average price of $140.84, for a total of 69,431.00 shares. In addition, there have been 11 sales at an average price of $167.02 for 23,472.00 shares. Based on historical transaction data and VIG's current price of $206.10, Sandbox Financial Partners, LLC's estimated gain on his VIG holdings is $3.61 Mil, reflecting a 36.96% gain to date.

Sandbox Financial Partners, LLC VIG ($206.10) Holding Chart

Sandbox Financial Partners, LLC VIG ($206.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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