Ownership history in Tower View Wealth Management LLC · 32 quarters on record
This page tracks every 13F SEC filing in which Tower View Wealth Management LLC reported a position in Vanguard Small Growth (VBK). 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,803 | -1,148 | -10.5% | 1.46% | $3.0M | $302.11 |
| 2025 Q3 | REDUCED | 10,951 | -1,859 | -14.5% | 1.69% | $3.3M | $297.25 |
| 2025 Q2 | REDUCED | 12,810 | -1,736 | -11.9% | 1.84% | $3.5M | $276.19 |
| 2025 Q1 | REDUCED | 14,546 | -417 | -2.8% | 2.13% | $3.7M | $250.70 |
| 2024 Q4 | REDUCED | 14,963 | -112 | -0.7% | 2.21% | $4.2M | $278.45 |
| 2024 Q3 | REDUCED | 15,075 | -88 | -0.6% | 2.21% | $4.0M | $265.46 |
| 2024 Q2 | ADDED | 15,163 | +36 | +0.2% | 2.18% | $3.8M | $248.07 |
| 2024 Q1 | ADDED | 15,127 | +72 | +0.5% | 2.31% | $3.9M | $258.14 |
| 2023 Q4 | ADDED | 15,055 | +161 | +1.1% | 2.26% | $3.6M | $239.00 |
| 2023 Q3 | REDUCED | 14,894 | -1,275 | -7.9% | 2.24% | $3.2M | $211.17 |
As of 2025 Q4 — sorted by position size