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
2025
Q1
$7.95M Buy
2024
Q4
$8.41M Sell
2024
Q3
$10M Buy
2024
Q2
$8.98M Buy
2024
Q1
$8.88M Buy
2023
Q4
$5.58M Buy
2023
Q3
$4.78M Buy
2023
Q2
$4.77M Buy
2023
Q1
$3.58M Buy
2022
Q4
$2.82M Buy
2022
Q3
$2.49M Sell
2022
Q2
$2.62M Buy
2022
Q1
$2.87M Sell
2021
Q4
$3.7M Buy
2021
Q3
$3.48M Buy
2021
Q2
$3.48M Sell
2021
Q1
$3.31M Buy
2020
Q4
$3.01M Buy