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 500 ETF (VOO). 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 | REDUCED | 27,877 | -275 | -1.0% | 9.88% | $17.5M | $627.13 |
| 2025 Q3 | ADDED | 28,152 | +573 | +2.1% | 9.96% | $17.2M | $610.65 |
| 2025 Q2 | REDUCED | 27,579 | -1,665 | -5.7% | 10.03% | $15.7M | $564.81 |
| 2025 Q1 | ADDED | 29,244 | +353 | +1.2% | 10.28% | $15.0M | $509.43 |
| 2024 Q4 | ADDED | 28,891 | +651 | +2.3% | 10.15% | $15.6M | $532.26 |
| 2024 Q3 | ADDED | 28,240 | +1,288 | +4.8% | 10.11% | $14.9M | $519.60 |
| 2024 Q2 | ADDED | 26,952 | +1,159 | +4.5% | 9.83% | $13.5M | $490.95 |
| 2024 Q1 | ADDED | 25,793 | +4,870 | +23.3% | 9.49% | $12.4M | $470.20 |
| 2023 Q4 | ADDED | 20,923 | +6,392 | +44.0% | 7.85% | $9.1M | $425.89 |
| 2023 Q3 | ADDED | 14,531 | +2,968 | +25.7% | 5.46% | $5.7M | $381.32 |
As of 2025 Q4 — sorted by position size