Ownership history in Towerpoint Wealth, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in VANGUARD INDEX FDS (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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 55,142 | +3,003 | +5.8% | 6.34% | $16.0M | $290.22 |
| 2025 Q3 | ADDED | 52,139 | +2,057 | +4.1% | 6.27% | $15.3M | $292.59 |
| 2025 Q2 | REDUCED | 50,082 | -3,699 | -6.9% | 6.21% | $14.0M | $277.75 |
| 2025 Q1 | ADDED | 53,781 | +7,704 | +16.7% | 6.89% | $13.9M | $255.71 |
| 2024 Q4 | ADDED | 46,077 | +9,848 | +27.2% | 5.96% | $12.2M | $260.00 |
| 2024 Q3 | ADDED | 36,229 | +1,844 | +5.4% | 4.53% | $9.6M | $258.65 |
| 2024 Q2 | REDUCED | 34,385 | -319 | -0.9% | 4.16% | $8.3M | $236.49 |
| 2024 Q1 | ADDED | 34,704 | +959 | +2.8% | 4.36% | $8.7M | $243.13 |
| 2023 Q4 | ADDED | 33,745 | +1,139 | +3.5% | 4.28% | $7.9M | $225.48 |
| 2023 Q3 | ADDED | 32,606 | +2,365 | +7.8% | 4.03% | $6.8M | $200.79 |
As of 2025 Q4 — sorted by position size