LIG
Lokken Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Buy |
36,501
+640
| +2% | +$152K | 3.33% | 5 |
|
|
2025
Q1 | $7.95M | Buy |
35,861
+843
| +2% | +$187K | 3.35% | 5 |
|
|
2024
Q4 | $8.41M | Sell |
35,018
-7,167
| -17% | -$1.72M | 3.63% | 4 |
|
|
2024
Q3 | $10M | Buy |
42,185
+1,015
| +2% | +$241K | 4.17% | 3 |
|
|
2024
Q2 | $8.98M | Buy |
41,170
+2,342
| +6% | +$511K | 4.22% | 3 |
|
|
2024
Q1 | $8.88M | Buy |
38,828
+12,669
| +48% | +$2.9M | 4.42% | 3 |
|
|
2023
Q4 | $5.58M | Buy |
26,159
+859
| +3% | +$183K | 3.16% | 7 |
|
|
2023
Q3 | $4.78M | Buy |
25,300
+1,342
| +6% | +$254K | 3.14% | 7 |
|
|
2023
Q2 | $4.77M | Buy |
23,958
+5,069
| +27% | +$1.01M | 3.11% | 7 |
|
|
2023
Q1 | $3.58M | Buy |
18,889
+3,506
| +23% | +$665K | 2.72% | 8 |
|
|
2022
Q4 | $2.82M | Buy |
15,383
+820
| +6% | +$151K | 2.23% | 13 |
|
|
2022
Q3 | $2.49M | Sell |
14,563
-314
| -2% | -$53.7K | 2.15% | 14 |
|
|
2022
Q2 | $2.62M | Buy |
14,877
+188
| +1% | +$33.1K | 2.12% | 14 |
|
|
2022
Q1 | $2.87M | Sell |
14,689
-1,664
| -10% | -$325K | 2.27% | 14 |
|
|
2021
Q4 | $3.7M | Buy |
16,353
+461
| +3% | +$104K | 2.64% | 9 |
|
|
2021
Q3 | $3.48M | Buy |
15,892
+454
| +3% | +$99.3K | 2.75% | 8 |
|
|
2021
Q2 | $3.48M | Sell |
15,438
-34
| -0.2% | -$7.66K | 2.83% | 7 |
|
|
2021
Q1 | $3.31M | Buy |
15,472
+23
| +0.1% | +$4.92K | 2.92% | 7 |
|
|
2020
Q4 | $3.01M | Buy |
+15,449
| New | +$3.01M | 2.75% | 9 |
|