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