Ownership history in StrongBox Wealth, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which StrongBox Wealth, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 84,325 | -90,261 | -51.7% | 1.66% | $5.1M | $59.57 |
| 2025 Q3 | ADDED | 174,586 | +12,252 | +7.5% | 3.55% | $10.5M | $58.92 |
| 2025 Q2 | ADDED | 162,334 | +8,174 | +5.3% | 3.68% | $9.7M | $58.14 |
| 2025 Q1 | ADDED | 154,160 | +3,248 | +2.2% | 3.82% | $9.2M | $57.19 |
| 2024 Q4 | ADDED | 150,912 | +9,794 | +6.9% | 3.71% | $8.8M | $55.49 |
| 2024 Q3 | ADDED | 141,118 | +21,836 | +18.3% | 3.65% | $8.5M | $57.09 |
| 2024 Q2 | REDUCED | 119,282 | -12,303 | -9.3% | 3.28% | $6.9M | $54.51 |
| 2024 Q1 | UNCHANGED | 131,585 | — | 0% | 4.55% | $7.8M | $54.31 |
| 2023 Q4 | ADDED | 131,585 | +37,168 | +39.4% | 4.55% | $7.8M | $54.73 |
| 2023 Q3 | ADDED | 94,417 | +33,829 | +55.8% | 3.43% | $5.4M | $52.17 |
As of 2025 Q4 — sorted by position size