Number of Shares
62,864.00
Current Holdings Value*
$11.11 Mil
% of Portfolio
3.5%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
21.01%

Sandbox Financial Partners, LLC's Vanguard Value ETF Holding Summary

As of 2025-06-30, Sandbox Financial Partners, LLC held 62,864.00 shares of Vanguard Value ETF(VTV), totaling $11.11 Mil. This investment constitutes 3.5% of their stock portfolio, and Sandbox Financial Partners, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2022Q1. And since then Sandbox Financial Partners, LLC has made 14 purchases of VTV, at an average price of $146.14, for a total of 65,632.00 shares. In addition, there have been 1 sales at an average price of $140.69 for 2,768.00 shares. Based on historical transaction data and VTV's current price of $178.44, Sandbox Financial Partners, LLC's estimated gain on his VTV holdings is $2.02 Mil, reflecting a 21.01% gain to date.

Sandbox Financial Partners, LLC VTV ($178.44) Holding Chart

Sandbox Financial Partners, LLC VTV ($178.44) 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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