Lowery Thomas LLC’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,117
| Closed | -$429K | – | 57 |
|
|
2025
Q1 | $429K | Sell |
5,117
-3,011
| -37% | -$253K | 0.29% | 45 |
|
|
2024
Q4 | $759K | Buy |
8,128
+384
| +5% | +$35.8K | 0.49% | 39 |
|
|
2024
Q3 | $716K | Buy |
7,744
+392
| +5% | +$36.2K | 0.49% | 39 |
|
|
2024
Q2 | $615K | Buy |
7,352
+604
| +9% | +$50.5K | 0.45% | 35 |
|
|
2024
Q1 | $597K | Buy |
6,748
+1,112
| +20% | +$98.3K | 0.46% | 34 |
|
|
2023
Q4 | $499K | Buy |
5,636
+658
| +13% | +$58.2K | 0.43% | 37 |
|
|
2023
Q3 | $384K | Buy |
4,978
+1,316
| +36% | +$101K | 0.37% | 40 |
|
|
2023
Q2 | $301K | Buy |
3,662
+200
| +6% | +$16.4K | 0.3% | 42 |
|
|
2023
Q1 | $280K | Buy |
3,462
+542
| +19% | +$43.8K | 0.31% | 40 |
|
|
2022
Q4 | $229K | Buy |
+2,920
| New | +$229K | 0.28% | 36 |
|