Ownership history in StrongBox Wealth, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which StrongBox Wealth, LLC reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 | 26,651 | -84 | -0.3% | 1.93% | $5.9M | $219.78 |
| 2025 Q3 | ADDED | 26,735 | +1,104 | +4.3% | 1.95% | $5.8M | $214.93 |
| 2025 Q2 | ADDED | 25,631 | +251 | +1.0% | 1.99% | $5.2M | $203.03 |
| 2025 Q1 | REDUCED | 25,380 | -746 | -2.9% | 2.05% | $4.9M | $191.61 |
| 2024 Q4 | REDUCED | 26,126 | -416 | -1.6% | 2.17% | $5.1M | $192.50 |
| 2024 Q3 | REDUCED | 26,542 | -637 | -2.3% | 2.25% | $5.3M | $193.83 |
| 2024 Q2 | REDUCED | 27,179 | -12,447 | -31.4% | 2.34% | $5.0M | $177.90 |
| 2024 Q1 | UNCHANGED | 39,626 | — | 0% | 3.94% | $6.8M | $177.09 |
| 2023 Q4 | ADDED | 39,626 | +292 | +0.7% | 3.94% | $6.8M | $164.55 |
| 2023 Q3 | ADDED | 39,334 | +316 | +0.8% | 3.89% | $6.1M | $149.23 |
As of 2025 Q4 — sorted by position size