Ownership history in Towerpoint Wealth, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in VANGUARD INDEX FDS (VBR). 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 | ADDED | 37,630 | +775 | +2.1% | 3.16% | $8.0M | $211.79 |
| 2025 Q3 | ADDED | 36,855 | +984 | +2.7% | 3.15% | $7.7M | $207.69 |
| 2025 Q2 | ADDED | 35,871 | +1,622 | +4.7% | 3.10% | $7.0M | $193.19 |
| 2025 Q1 | ADDED | 34,249 | +405 | +1.2% | 3.16% | $6.4M | $183.70 |
| 2024 Q4 | ADDED | 33,844 | +39 | +0.1% | 3.29% | $6.7M | $194.15 |
| 2024 Q3 | ADDED | 33,805 | +781 | +2.4% | 3.22% | $6.8M | $195.62 |
| 2024 Q2 | ADDED | 33,024 | +150 | +0.5% | 3.01% | $6.0M | $177.05 |
| 2024 Q1 | ADDED | 32,874 | +959 | +3.0% | 3.17% | $6.3M | $185.09 |
| 2023 Q4 | ADDED | 31,915 | +1,130 | +3.7% | 3.13% | $5.7M | $172.73 |
| 2023 Q3 | ADDED | 30,785 | +1,139 | +3.8% | 2.91% | $4.9M | $152.08 |
As of 2025 Q4 — sorted by position size