Tower View Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $408K | Sell |
5,684
-4
| -0.1% | -$297 | 0.21% | 53 |
|
|
2025
Q4 | $413K | Buy |
5,688
+44
| +0.8% | +$3.2K | 0.2% | 52 |
|
|
2025
Q3 | $415K | Sell |
5,644
-68
| -1% | -$4.88K | 0.21% | 43 |
|
|
2025
Q2 | $400K | Hold |
5,712
| – | – | 0.21% | 47 |
|
|
2025
Q1 | $369K | Buy |
5,712
+28
| +0.5% | +$1.88K | 0.22% | 48 |
|
|
2024
Q4 | $375K | Buy |
5,684
+20
| +0.4% | +$1.36K | 0.2% | 52 |
|
|
2024
Q3 | $373K | Buy |
5,664
+44
| +0.8% | +$2.76K | 0.2% | 51 |
|
|
2024
Q2 | $340K | Sell |
5,620
-88
| -2% | -$5.35K | 0.2% | 50 |
|
|
2024
Q1 | $357K | Sell |
5,708
-496
| -8% | -$29.3K | 0.21% | 54 |
|
|
2023
Q4 | $361K | Buy |
6,204
+28
| +0.5% | +$1.5K | 0.22% | 51 |
|
|
2023
Q3 | $321K | Sell |
6,176
-436
| -7% | -$23.9K | 0.23% | 51 |
|
|
2023
Q2 | $364K | Sell |
6,612
-116
| -2% | -$6.08K | 0.25% | 50 |
|
|
2023
Q1 | $355K | Buy |
6,728
+28
| +0.4% | +$1.49K | 0.24% | 53 |
|
|
2022
Q4 | $341K | Buy |
6,700
+36
| +0.5% | +$1.83K | 0.24% | 55 |
|
|
2022
Q3 | $313K | Sell |
6,664
-20
| -0.3% | -$1.04K | 0.24% | 56 |
|
|
2022
Q2 | $329K | Buy |
6,684
+20
| +0.3% | +$1.08K | 0.24% | 55 |
|
|
2022
Q1 | $396K | Buy |
6,664
+20
| +0.3% | +$1.17K | 0.21% | 65 |
|
|
2021
Q4 | $423K | Buy |
6,644
+104
| +2% | +$6.52K | 0.22% | 63 |
|
|
2021
Q3 | $387K | Sell |
6,540
-180
| -3% | -$10.9K | 0.21% | 63 |
|
|
2021
Q2 | $399K | Sell |
6,720
-20
| -0.3% | -$1.16K | 0.2% | 68 |
|
|
2021
Q1 | $373K | Buy |
6,740
+16
| +0.2% | +$868 | 0.2% | 72 |
|
|
2020
Q4 | $348K | Buy |
6,724
+56
| +0.8% | +$2.71K | 0.2% | 69 |
|
|
2020
Q3 | $294K | Hold |
6,668
| – | – | 0.19% | 66 |
|
|
2020
Q2 | $273K | Sell |
6,668
-11,860
| -64% | -$454K | 0.2% | 62 |
|
|
2020
Q1 | $610K | Buy |
18,528
+2,848
| +18% | +$118K | 0.55% | 53 |
|
|
2019
Q4 | $698K | Sell |
15,680
-312
| -2% | -$13.4K | 0.53% | 55 |
|
|
2019
Q3 | $670K | Buy |
15,992
+104
| +0.7% | +$4.35K | 0.55% | 53 |
|
|
2019
Q2 | $664K | Buy |
15,888
+92
| +0.6% | +$3.77K | 0.57% | 52 |
|
|
2019
Q1 | $635K | Sell |
15,796
-8
| -0.1% | -$308 | 0.56% | 51 |
|
|
2018
Q4 | $546K | Buy |
15,804
+152
| +1% | +$5.71K | 0.56% | 50 |
|
|
2018
Q3 | $642K | Sell |
15,652
-20
| -0.1% | -$816 | 0.56% | 52 |
|
|
2018
Q2 | $618K | Buy |
15,672
+56
| +0.4% | +$2.2K | 0.58% | 53 |
|
|
2018
Q1 | $602K | Sell |
15,616
-292
| -2% | -$11.5K | 0.6% | 53 |
|
|
2017
Q4 | $616K | Buy |
+15,908
| New | +$600K | 0.57% | 55 |
|
Other funds holding VO
Tower View Wealth Management's VO Position: Q1 2026 in Review
Tower View Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.07% in Q1 2026, selling an estimated $297 and leaving 5,684 shares worth $408K. The position accounts for 0.21% of the portfolio, ranked #53.
Tower View Wealth Management first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $698K in Q4 2019. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Tower View Wealth Management held 5,684 shares of Vanguard Mid-Cap ETF worth $408K as of Q1 2026.
- Tower View Wealth Management sold 4 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $297.
- Vanguard Mid-Cap ETF made up 0.21% of Tower View Wealth Management's portfolio in Q1 2026, its #53 holding.
- Tower View Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Vanguard Mid-Cap ETF position peaked at $698K in Q4 2019.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.