Towneley Capital Management’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 | $227K | Sell |
811
-745
| -48% | -$208K | 0.05% | 34 |
|
2025
Q1 | $402K | Sell |
1,556
-117
| -7% | -$30.3K | 0.09% | 28 |
|
2024
Q4 | $442K | Sell |
1,673
-1,282
| -43% | -$339K | 0.11% | 32 |
|
2024
Q3 | $780K | Sell |
2,955
-1,124
| -28% | -$297K | 0.18% | 27 |
|
2024
Q2 | $987K | Sell |
4,079
-48,289
| -92% | -$11.7M | 0.23% | 25 |
|
2024
Q1 | $13.1M | Sell |
52,368
-137
| -0.3% | -$34.2K | 3.22% | 12 |
|
2023
Q4 | $12.2M | Buy |
+52,505
| New | +$12.2M | 3.13% | 12 |
|