Ownership history in TCWP LLC · 7 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in VANGUARD MID-CAP ETF (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 2,345 | — | 0% | 1.39% | $568K | $258.65 |
| 2024 Q2 | ADDED | 2,345 | +141 | +6.4% | 1.39% | $568K | $236.49 |
| 2024 Q1 | UNCHANGED | 2,204 | — | 0% | 1.46% | $551K | $243.13 |
| 2023 Q4 | REDUCED | 2,204 | -11,613 | -84.0% | 1.45% | $513K | $225.48 |
| 2023 Q1 | ADDED | 13,817 | +856 | +6.6% | 0.55% | $2.9M | $201.86 |
| 2022 Q4 | ADDED | 12,961 | +161 | +1.3% | 0.54% | $2.6M | $194.32 |
| 2022 Q3 | INITIATED | 12,800 | — | — | 0.51% | $2.4M | $178.26 |
As of 2025 Q4 — sorted by position size