Lowery Thomas LLC’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $438K | Buy |
1,566
+169
| +12% | +$47.3K | 0.28% | 45 |
|
2025
Q1 | $361K | Buy |
1,397
+7
| +0.5% | +$1.81K | 0.25% | 46 |
|
2024
Q4 | $367K | Buy |
1,390
+5
| +0.4% | +$1.32K | 0.24% | 48 |
|
2024
Q3 | $365K | Buy |
1,385
+11
| +0.8% | +$2.9K | 0.25% | 47 |
|
2024
Q2 | $333K | Hold |
1,374
| – | – | 0.24% | 43 |
|
2024
Q1 | $343K | Buy |
1,374
+5
| +0.4% | +$1.25K | 0.26% | 42 |
|
2023
Q4 | $318K | Sell |
1,369
-3
| -0.2% | -$698 | 0.27% | 42 |
|
2023
Q3 | $286K | Buy |
1,372
+5
| +0.4% | +$1.04K | 0.27% | 44 |
|
2023
Q2 | $301K | Buy |
1,367
+5
| +0.4% | +$1.1K | 0.3% | 41 |
|
2023
Q1 | $287K | Sell |
1,362
-45
| -3% | -$9.49K | 0.32% | 38 |
|
2022
Q4 | $287K | Buy |
1,407
+8
| +0.6% | +$1.63K | 0.34% | 33 |
|
2022
Q3 | $264K | Buy |
1,399
+6
| +0.4% | +$1.13K | 0.31% | 37 |
|
2022
Q2 | $274K | Sell |
1,393
-96
| -6% | -$18.9K | 0.26% | 40 |
|
2022
Q1 | $354K | Buy |
1,489
+5
| +0.3% | +$1.19K | 0.27% | 43 |
|
2021
Q4 | $378K | Buy |
+1,484
| New | +$378K | 0.26% | 42 |
|