Lokken Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Buy |
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|
2025
Q1 | $7.95M | Buy |
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|
2024
Q4 | $8.41M | Sell |
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|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $8.98M | Buy |
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|
2024
Q1 | $8.88M | Buy |
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|
2023
Q4 | $5.58M | Buy |
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|
2023
Q3 | $4.78M | Buy |
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|
2023
Q2 | $4.77M | Buy |
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|
2023
Q1 | $3.58M | Buy |
|
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $2.49M | Sell |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.87M | Sell |
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|
2021
Q4 | $3.7M | Buy |
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|
2021
Q3 | $3.48M | Buy |
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|
2021
Q2 | $3.48M | Sell |
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|
2021
Q1 | $3.31M | Buy |
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|
2020
Q4 | $3.01M | Buy |
|