Towerpoint Wealth, LLC VO Holdings History
Towerpoint Wealth, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 50,082.00 shares of Vanguard Mid-Cap ETF(VO), totaling $14.01 Mil. This investment constitutes 6.21% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q3. And since then Towerpoint Wealth, LLC has made 14 purchases of VO, at an average price of $239.68, for a total of 54,100.00 shares. In addition, there have been 2 sales at an average price of $260.96 for 4,018.00 shares. Based on historical transaction data and VO's current price of $284.74, Towerpoint Wealth, LLC's estimated gain on his VO holdings is $2.34 Mil, reflecting a 18.06% gain to date.
Towerpoint Wealth, LLC VO ($284.74) Holding Chart
Towerpoint Wealth, LLC VO ($284.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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