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