LOWERY THOMAS, LLC VOO Holdings History

Number of Shares
29,244.00
Current Holdings Value*
$15.03 Mil
% of Portfolio
10.28%
Total Estimate Gain
$4.70 Mil
% of Total Estimate Gain
39.20%

LOWERY THOMAS, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, LOWERY THOMAS, LLC held 29,244.00 shares of Vanguard S&P 500 ETF(VOO), totaling $15.03 Mil. This investment constitutes 10.28% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 12 purchases of VOO, at an average price of $409.91, for a total of 29,244.00 shares. Based on historical transaction data and VOO's current price of $570.59, LOWERY THOMAS, LLC's estimated gain on his VOO holdings is $4.70 Mil, reflecting a 39.20% gain to date.

LOWERY THOMAS, LLC VOO ($570.59) Holding Chart

LOWERY THOMAS, LLC VOO ($570.59) 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 %

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