LIG
Lokken Investment Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,173
| Closed | -$2.55M | – | 145 |
|
|
2023
Q4 | $2.55M | Buy |
14,173
+321
| +2% | +$57.8K | 1.44% | 16 |
|
|
2023
Q3 | $2.21M | Sell |
13,852
-165
| -1% | -$26.3K | 1.45% | 18 |
|
|
2023
Q2 | $2.32M | Buy |
14,017
+651
| +5% | +$108K | 1.51% | 16 |
|
|
2023
Q1 | $2.12M | Buy |
13,366
+142
| +1% | +$22.5K | 1.61% | 16 |
|
|
2022
Q4 | $2.1M | Sell |
13,224
-66
| -0.5% | -$10.5K | 1.66% | 18 |
|
|
2022
Q3 | $1.91M | Buy |
13,290
+566
| +4% | +$81.2K | 1.64% | 18 |
|
|
2022
Q2 | $1.91M | Buy |
12,724
+90
| +0.7% | +$13.5K | 1.55% | 18 |
|
|
2022
Q1 | $2.08M | Buy |
+12,634
| New | +$2.08M | 1.65% | 17 |
|