Towerpoint Wealth, LLC Vanguard Mid Cap ETF Transaction History

Towerpoint Wealth, LLC

$201 Million
Q4 2024

A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 46,077 shares of VO stock, worth $12.8 Million. This represents 6.06% of its overall portfolio holdings.

Number of Shares

46,077

Previous 36,229 27.18%

Holding current value

$12.8 Million

Previous $9.56 Million 27.33%

% of portfolio

6.06%

Previous 4.57%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$261.5 - $284.63 $2.58 Million - $2.8 Million	9,848 Added 27.18%	46,077 $12.2 Million
Q3 2024 Oct 09, 2024	BUY	$237.84 - $263.83 $438,576 - $486,502	1,844 Added 5.36%	36,229 $9.56 Million
Q2 2024 Jul 12, 2024	SELL	$234.99 - $248.98 $74,961 - $79,424	-319 Reduced 0.92%	34,385 $8.32 Million
Q1 2024 Apr 15, 2024	BUY	$225.86 - $249.86 $216,599 - $239,615	959 Added 2.84%	34,704 $8.67 Million
Q4 2023 Jan 23, 2024	BUY	$195.66 - $233.95 $222,856 - $266,469	1,139 Added 3.49%	33,745 $7.85 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $488,609 - $539,763	2,365 Added 7.82%	32,606 $6.79 Million
Q2 2023 Jul 20, 2023	BUY	$203.43 - $220.16 $311,247 - $336,844	1,530 Added 5.33%	30,241 $6.66 Million
Q1 2023 May 15, 2023	BUY	$200.2 - $225.98 $593,793 - $670,256	2,966 Added 11.52%	28,711 $6.06 Million
Q4 2022 Feb 10, 2023	BUY	$186.57 - $217.26 $1.46 Million - $1.71 Million	7,849 Added 43.86%	25,745 $5.25 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $602,099 - $728,426	3,203 Added 21.8%	17,896 $3.36 Million
Q2 2022 Aug 08, 2022	BUY	$190.36 - $240.41 $311,238 - $393,070	1,635 Added 12.52%	14,693 $2.89 Million
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $18,248 - $21,031	83 Added 0.64%	13,058 $3.11 Million
Q4 2021 Feb 04, 2022	BUY	$236.98 - $261.2 $1.67 Million - $1.85 Million	7,064 Added 119.51%	12,975 $3.31 Million
Q3 2021 Nov 12, 2021	BUY	$229.88 - $249.8 $1.36 Million - $1.48 Million	5,911 New	5,911 $1.4 Million

Others Institutions Holding VO

# of Institutions

2,120

Shares Held

174M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Towerpoint Wealth, LLC Vanguard Mid Cap ETF Transaction History