LOWERY THOMAS, LLC VIOG Holdings History

Number of Shares
23,245.00
Current Holdings Value*
$2.66 Mil
% of Portfolio
1.7%
Total Estimate Gain
$184,204.87
% of Total Estimate Gain
5.47%

LOWERY THOMAS, LLC's Vanguard S&P Small-Cap 600 Growth ETF Holding Summary

As of 2025-06-30, LOWERY THOMAS, LLC held 23,245.00 shares of Vanguard S&P Small-Cap 600 Growth ETF(VIOG), totaling $2.66 Mil. This investment constitutes 1.7% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.34% of the outstanding Vanguard S&P Small-Cap 600 Growth ETF(VIOG) stock.

The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 10 purchases of VIOG, at an average price of $107.53, for a total of 31,340.00 shares. In addition, there have been 3 sales at an average price of $105.56 for 8,095.00 shares. Based on historical transaction data and VIOG's current price of $116.15, LOWERY THOMAS, LLC's estimated gain on his VIOG holdings is $184,204.87, reflecting a 5.47% gain to date.

LOWERY THOMAS, LLC VIOG ($116.15) Holding Chart

LOWERY THOMAS, LLC VIOG ($116.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1