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 (VUG). 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 | 62,533 | -548 | -0.9% | 12.08% | $30.5M | $487.86 |
| 2025 Q3 | REDUCED | 63,081 | -1,294 | -2.0% | 12.38% | $30.3M | $479.12 |
| 2025 Q2 | ADDED | 64,375 | +1,090 | +1.7% | 12.51% | $28.2M | $437.49 |
| 2025 Q1 | REDUCED | 63,285 | -4,021 | -6.0% | 11.63% | $23.5M | $369.62 |
| 2024 Q4 | ADDED | 67,306 | +646 | +1.0% | 13.53% | $27.6M | $408.58 |
| 2024 Q3 | REDUCED | 66,660 | -1,318 | -1.9% | 12.13% | $25.6M | $381.70 |
| 2024 Q2 | REDUCED | 67,978 | -3,415 | -4.8% | 12.69% | $25.4M | $371.40 |
| 2024 Q1 | REDUCED | 71,393 | -611 | -0.8% | 12.34% | $24.6M | $341.38 |
| 2023 Q4 | REDUCED | 72,004 | -1,295 | -1.8% | 12.20% | $22.4M | $307.92 |
| 2023 Q3 | ADDED | 73,299 | +451 | +0.6% | 11.85% | $20.0M | $269.20 |
As of 2025 Q4 — sorted by position size