Lowery Thomas LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
27,579
-1,665
| -6% | -$946K | 10.03% | 2 |
|
|
2025
Q1 | $15M | Buy |
29,244
+353
| +1% | +$181K | 10.28% | 2 |
|
|
2024
Q4 | $15.6M | Buy |
28,891
+651
| +2% | +$351K | 10.15% | 2 |
|
|
2024
Q3 | $14.9M | Buy |
28,240
+1,288
| +5% | +$680K | 10.11% | 2 |
|
|
2024
Q2 | $13.5M | Buy |
26,952
+1,159
| +4% | +$580K | 9.83% | 2 |
|
|
2024
Q1 | $12.4M | Buy |
25,793
+4,870
| +23% | +$2.34M | 9.49% | 2 |
|
|
2023
Q4 | $9.14M | Buy |
20,923
+6,392
| +44% | +$2.79M | 7.85% | 2 |
|
|
2023
Q3 | $5.71M | Buy |
14,531
+2,968
| +26% | +$1.17M | 5.46% | 5 |
|
|
2023
Q2 | $4.71M | Buy |
11,563
+287
| +3% | +$117K | 4.63% | 8 |
|
|
2023
Q1 | $4.24M | Buy |
11,276
+1,193
| +12% | +$449K | 4.68% | 8 |
|
|
2022
Q4 | $3.54M | Buy |
10,083
+6,231
| +162% | +$2.19M | 4.25% | 12 |
|
|
2022
Q3 | $1.27M | Buy |
3,852
+2,950
| +327% | +$969K | 1.48% | 23 |
|
|
2022
Q2 | $313K | Buy |
902
+407
| +82% | +$141K | 0.3% | 37 |
|
|
2022
Q1 | $206K | Hold |
495
| – | – | 0.16% | 49 |
|
|
2021
Q4 | $216K | Buy |
+495
| New | +$216K | 0.15% | 47 |
|