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 SCOTTSDALE FDS (VCIT). 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 | 173,711 | +190 | +0.1% | 5.76% | $14.5M | $83.12 |
| 2025 Q3 | REDUCED | 173,521 | -33,519 | -16.2% | 5.97% | $14.6M | $82.18 |
| 2025 Q2 | REDUCED | 207,040 | -54,594 | -20.9% | 7.61% | $17.2M | $80.05 |
| 2025 Q1 | REDUCED | 261,634 | -79 | -0.0% | 10.60% | $21.4M | $78.01 |
| 2024 Q4 | ADDED | 261,713 | +15,838 | +6.4% | 10.29% | $21.0M | $76.02 |
| 2024 Q3 | ADDED | 245,875 | +3,783 | +1.6% | 9.76% | $20.6M | $78.14 |
| 2024 Q2 | ADDED | 242,092 | +8,524 | +3.6% | 9.66% | $19.4M | $73.76 |
| 2024 Q1 | ADDED | 233,568 | +8,830 | +3.9% | 9.45% | $18.8M | $73.47 |
| 2023 Q4 | ADDED | 224,738 | +6,007 | +2.7% | 9.96% | $18.3M | $73.67 |
| 2023 Q3 | ADDED | 218,731 | +6,528 | +3.1% | 9.87% | $16.6M | $67.91 |
As of 2025 Q4 — sorted by position size