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 MID-CAP GROWTH INDEX FUND (VOT). 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 | 7,304 | +105 | +1.5% | 1.15% | $2.0M | $279.14 |
| 2025 Q3 | ADDED | 7,199 | +102 | +1.4% | 1.22% | $2.1M | $293.29 |
| 2025 Q2 | REDUCED | 7,097 | -315 | -4.2% | 1.29% | $2.0M | $283.49 |
| 2025 Q1 | REDUCED | 7,412 | -173 | -2.3% | 1.24% | $1.8M | $243.49 |
| 2024 Q4 | ADDED | 7,585 | +52 | +0.7% | 1.25% | $1.9M | $252.11 |
| 2024 Q3 | ADDED | 7,533 | +452 | +6.4% | 1.24% | $1.8M | $241.42 |
| 2024 Q2 | ADDED | 7,081 | +185 | +2.7% | 1.19% | $1.6M | $227.25 |
| 2024 Q1 | ADDED | 6,896 | +521 | +8.2% | 1.24% | $1.6M | $233.03 |
| 2023 Q4 | ADDED | 6,375 | +1,754 | +38.0% | 1.20% | $1.4M | $216.62 |
| 2023 Q3 | ADDED | 4,621 | +1,649 | +55.5% | 0.86% | $900K | $191.65 |
As of 2025 Q4 — sorted by position size