TCM
Towneley Capital Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Sell |
1,589
-478
| -23% | -$210K | 0.16% | 20 |
|
|
2025
Q1 | $766K | Sell |
2,067
-127
| -6% | -$47.1K | 0.18% | 22 |
|
|
2024
Q4 | $900K | Sell |
2,194
-862
| -28% | -$354K | 0.21% | 26 |
|
|
2024
Q3 | $1.17M | Sell |
3,056
-1,551
| -34% | -$596K | 0.27% | 22 |
|
|
2024
Q2 | $1.72M | Sell |
4,607
-61,238
| -93% | -$22.9M | 0.4% | 19 |
|
|
2024
Q1 | $22.7M | Sell |
65,845
-2,276
| -3% | -$783K | 5.57% | 6 |
|
|
2023
Q4 | $21.2M | Buy |
+68,121
| New | +$21.2M | 5.43% | 6 |
|