Ownership history in LOWERY THOMAS, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in VANGUARD S&P SMALL-CAP 600 GROWTH ETF (VIOG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 24,534 | +192 | +0.8% | 1.68% | $3.0M | $121.29 |
| 2025 Q3 | ADDED | 24,342 | +1,097 | +4.7% | 1.71% | $3.0M | $121.39 |
| 2025 Q2 | REDUCED | 23,245 | -3,518 | -13.1% | 1.70% | $2.7M | $113.79 |
| 2025 Q1 | REDUCED | 26,763 | -1,667 | -5.9% | 1.96% | $2.9M | $106.05 |
| 2024 Q4 | ADDED | 28,430 | +828 | +3.0% | 2.16% | $3.3M | $115.07 |
| 2024 Q3 | ADDED | 27,602 | +992 | +3.7% | 2.24% | $3.3M | $118.20 |
| 2024 Q2 | ADDED | 26,610 | +1,241 | +4.9% | 2.14% | $2.9M | $108.44 |
| 2024 Q1 | ADDED | 25,369 | +5,077 | +25.0% | 2.18% | $2.9M | $110.26 |
| 2023 Q4 | ADDED | 20,292 | +5,326 | +35.6% | 1.87% | $2.2M | $105.34 |
| 2023 Q3 | ADDED | 14,966 | +3,808 | +34.1% | 1.35% | $1.4M | $91.98 |
As of 2025 Q4 — sorted by position size