Lowery Thomas LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.02M | Sell |
7,097
-315
| -4% | -$89.6K | 1.29% | 24 |
|
2025
Q1 | $1.81M | Sell |
7,412
-173
| -2% | -$42.3K | 1.24% | 24 |
|
2024
Q4 | $1.92M | Buy |
7,585
+52
| +0.7% | +$13.2K | 1.26% | 24 |
|
2024
Q3 | $1.83M | Buy |
7,533
+452
| +6% | +$110K | 1.24% | 23 |
|
2024
Q2 | $1.63M | Buy |
7,081
+185
| +3% | +$42.5K | 1.19% | 20 |
|
2024
Q1 | $1.63M | Buy |
6,896
+521
| +8% | +$123K | 1.24% | 20 |
|
2023
Q4 | $1.4M | Buy |
6,375
+1,754
| +38% | +$385K | 1.2% | 22 |
|
2023
Q3 | $900K | Buy |
4,621
+1,649
| +55% | +$321K | 0.86% | 28 |
|
2023
Q2 | $612K | Buy |
2,972
+325
| +12% | +$66.9K | 0.6% | 33 |
|
2023
Q1 | $516K | Sell |
2,647
-557
| -17% | -$109K | 0.57% | 31 |
|
2022
Q4 | $576K | Buy |
3,204
+508
| +19% | +$91.3K | 0.69% | 26 |
|
2022
Q3 | $460K | Sell |
2,696
-25
| -0.9% | -$4.27K | 0.54% | 33 |
|
2022
Q2 | $477K | Buy |
2,721
+804
| +42% | +$141K | 0.46% | 33 |
|
2022
Q1 | $427K | Buy |
1,917
+1,065
| +125% | +$237K | 0.33% | 41 |
|
2021
Q4 | $217K | Buy |
+852
| New | +$217K | 0.15% | 46 |
|