Lowery Thomas LLC’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.09M	Buy	24,854 +320	+1%	+$40.8K	1.77%	19
2025 Q4	$2.98M	Buy	24,534 +192	+0.8%	+$23.4K	1.68%	20
2025 Q3	$2.96M	Buy	24,342 +1,097	+5%	+$130K	1.71%	21
2025 Q2	$2.66M	Sell	23,245 -3,518	-13%	-$379K	1.7%	21
2025 Q1	$2.86M	Sell	26,763 -1,667	-6%	-$192K	1.96%	18
2024 Q4	$3.31M	Buy	28,430 +828	+3%	+$101K	2.16%	15
2024 Q3	$3.31M	Buy	27,602 +992	+4%	+$115K	2.24%	14
2024 Q2	$2.93M	Buy	26,610 +1,241	+5%	+$136K	2.14%	15
2024 Q1	$2.85M	Buy	25,369 +5,077	+25%	+$545K	2.18%	16
2023 Q4	$2.18M	Buy	20,292 +5,326	+36%	+$514K	1.87%	17
2023 Q3	$1.41M	Buy	14,966 +3,808	+34%	+$378K	1.35%	20
2023 Q2	$1.11M	Buy	11,158 +380	+4%	+$35.8K	1.09%	24
2023 Q1	$1.02M	Sell	10,778 -614	-5%	-$59.6K	1.13%	23
2022 Q4	$1.06M	Buy	11,392 +2,074	+22%	+$197K	1.27%	19
2022 Q3	$816K	Buy	9,318 +180	+2%	+$17.4K	0.95%	28
2022 Q2	$827K	Sell	9,138 -2,296	-20%	-$224K	0.79%	28
2022 Q1	$1.23M	Buy	11,434 +1,248	+12%	+$136K	0.96%	27
2021 Q4	$1.22M	Buy	+10,186	New	+$1.2M	0.84%	32