LIG
Lokken Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
18,886
+2,458
| +15% | +$193K | 0.57% | 48 |
|
|
2025
Q1 | $1.29M | Sell |
16,428
-18
| -0.1% | -$1.41K | 0.54% | 53 |
|
|
2024
Q4 | $1.27M | Buy |
16,446
+1,749
| +12% | +$135K | 0.55% | 46 |
|
|
2024
Q3 | $1.16M | Buy |
14,697
+375
| +3% | +$29.5K | 0.48% | 57 |
|
|
2024
Q2 | $1.1M | Buy |
14,322
+328
| +2% | +$25.2K | 0.52% | 49 |
|
|
2024
Q1 | $1.07M | Buy |
13,994
+345
| +3% | +$26.5K | 0.53% | 50 |
|
|
2023
Q4 | $1.05M | Buy |
13,649
+1,502
| +12% | +$116K | 0.59% | 41 |
|
|
2023
Q3 | $913K | Buy |
12,147
+1,976
| +19% | +$149K | 0.6% | 38 |
|
|
2023
Q2 | $769K | Buy |
10,171
+946
| +10% | +$71.5K | 0.5% | 51 |
|
|
2023
Q1 | $706K | Sell |
9,225
-372
| -4% | -$28.5K | 0.54% | 43 |
|
|
2022
Q4 | $722K | Sell |
9,597
-776
| -7% | -$58.4K | 0.57% | 43 |
|
|
2022
Q3 | $776K | Sell |
10,373
-206
| -2% | -$15.4K | 0.67% | 34 |
|
|
2022
Q2 | $812K | Sell |
10,579
-511
| -5% | -$39.2K | 0.66% | 33 |
|
|
2022
Q1 | $854K | Sell |
11,090
-63,219
| -85% | -$4.87M | 0.68% | 35 |
|
|
2021
Q4 | $6.01M | Sell |
74,309
-1,732
| -2% | -$140K | 4.28% | 4 |
|
|
2021
Q3 | $6.23M | Buy |
76,041
+4,296
| +6% | +$352K | 4.94% | 3 |
|
|
2021
Q2 | $5.89M | Buy |
71,745
+774
| +1% | +$63.6K | 4.79% | 3 |
|
|
2021
Q1 | $5.83M | Sell |
70,971
-16,262
| -19% | -$1.34M | 5.15% | 3 |
|
|
2020
Q4 | $7.23M | Buy |
+87,233
| New | +$7.23M | 6.6% | 3 |
|