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 (VTV). 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 | 161,112 | +4,168 | +2.7% | 12.18% | $30.8M | $190.99 |
| 2025 Q3 | ADDED | 156,944 | +5,427 | +3.6% | 11.98% | $29.3M | $185.53 |
| 2025 Q2 | ADDED | 151,517 | +4,323 | +2.9% | 11.87% | $26.8M | $174.94 |
| 2025 Q1 | ADDED | 147,194 | +5,507 | +3.9% | 12.60% | $25.4M | $170.05 |
| 2024 Q4 | REDUCED | 141,687 | -1,935 | -1.3% | 11.75% | $24.0M | $165.69 |
| 2024 Q3 | ADDED | 143,622 | +441 | +0.3% | 11.88% | $25.1M | $169.87 |
| 2024 Q2 | REDUCED | 143,181 | -2,824 | -1.9% | 11.46% | $23.0M | $155.27 |
| 2024 Q1 | ADDED | 146,005 | +5,637 | +4.0% | 11.94% | $23.8M | $156.64 |
| 2023 Q4 | ADDED | 140,368 | +1,427 | +1.0% | 11.44% | $21.0M | $142.89 |
| 2023 Q3 | ADDED | 138,941 | +10,666 | +8.3% | 11.38% | $19.2M | $130.92 |
As of 2025 Q4 — sorted by position size