Lowery Thomas LLC’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,886
-305
| -14% | -$50.2K | 0.2% | 49 |
|
|
2025
Q1 | $352K | Sell |
2,191
-94
| -4% | -$15.1K | 0.24% | 47 |
|
|
2024
Q4 | $370K | Sell |
2,285
-225
| -9% | -$36.4K | 0.24% | 47 |
|
|
2024
Q3 | $421K | Buy |
2,510
+26
| +1% | +$4.36K | 0.29% | 46 |
|
|
2024
Q2 | $374K | Sell |
2,484
-498
| -17% | -$74.9K | 0.27% | 41 |
|
|
2024
Q1 | $465K | Sell |
2,982
-652
| -18% | -$102K | 0.36% | 39 |
|
|
2023
Q4 | $527K | Sell |
3,634
-710
| -16% | -$103K | 0.45% | 35 |
|
|
2023
Q3 | $569K | Buy |
4,344
+1,043
| +32% | +$137K | 0.54% | 34 |
|
|
2023
Q2 | $457K | Buy |
3,301
+51
| +2% | +$7.06K | 0.45% | 35 |
|
|
2023
Q1 | $436K | Sell |
3,250
-17
| -0.5% | -$2.28K | 0.48% | 33 |
|
|
2022
Q4 | $442K | Buy |
3,267
+1,561
| +92% | +$211K | 0.53% | 29 |
|
|
2022
Q3 | $208K | Buy |
+1,706
| New | +$208K | 0.24% | 41 |
|