Towerpoint Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
50,082
-3,699
| -7% | -$1.04M | 6.21% | 5 |
|
|
2025
Q1 | $13.9M | Buy |
53,781
+7,704
| +17% | +$1.99M | 6.89% | 4 |
|
|
2024
Q4 | $12.2M | Buy |
46,077
+9,848
| +27% | +$2.6M | 5.96% | 4 |
|
|
2024
Q3 | $9.56M | Buy |
36,229
+1,844
| +5% | +$487K | 4.53% | 5 |
|
|
2024
Q2 | $8.32M | Sell |
34,385
-319
| -0.9% | -$77.2K | 4.16% | 6 |
|
|
2024
Q1 | $8.67M | Buy |
34,704
+959
| +3% | +$240K | 4.36% | 5 |
|
|
2023
Q4 | $7.85M | Buy |
33,745
+1,139
| +3% | +$265K | 4.28% | 6 |
|
|
2023
Q3 | $6.79M | Buy |
32,606
+2,365
| +8% | +$492K | 4.03% | 6 |
|
|
2023
Q2 | $6.66M | Buy |
30,241
+1,530
| +5% | +$337K | 3.75% | 6 |
|
|
2023
Q1 | $6.06M | Buy |
28,711
+2,966
| +12% | +$626K | 3.47% | 7 |
|
|
2022
Q4 | $5.25M | Buy |
25,745
+7,849
| +44% | +$1.6M | 3.03% | 7 |
|
|
2022
Q3 | $3.36M | Buy |
17,896
+3,203
| +22% | +$602K | 2.03% | 13 |
|
|
2022
Q2 | $2.89M | Buy |
14,693
+1,635
| +13% | +$322K | 1.73% | 15 |
|
|
2022
Q1 | $3.11M | Buy |
13,058
+83
| +0.6% | +$19.7K | 1.54% | 19 |
|
|
2021
Q4 | $3.31M | Buy |
12,975
+7,064
| +120% | +$1.8M | 1.56% | 18 |
|
|
2021
Q3 | $1.4M | Buy |
+5,911
| New | +$1.4M | 0.7% | 28 |
|