Lokken Investment Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
23,596
+8,290
| +54% | +$557K | 0.61% | 46 |
|
|
2025
Q1 | $928K | Buy |
15,306
+863
| +6% | +$52.4K | 0.39% | 63 |
|
|
2024
Q4 | $829K | Sell |
14,443
-956
| -6% | -$54.9K | 0.36% | 69 |
|
|
2024
Q3 | $970K | Sell |
15,399
-285
| -2% | -$18K | 0.4% | 64 |
|
|
2024
Q2 | $920K | Sell |
15,684
-592
| -4% | -$34.7K | 0.43% | 59 |
|
|
2024
Q1 | $955K | Sell |
16,276
-607
| -4% | -$35.6K | 0.48% | 56 |
|
|
2023
Q4 | $948K | Buy |
16,883
+1,782
| +12% | +$100K | 0.54% | 49 |
|
|
2023
Q3 | $783K | Buy |
15,101
+1,810
| +14% | +$93.9K | 0.51% | 47 |
|
|
2023
Q2 | $723K | Buy |
13,291
+333
| +3% | +$18.1K | 0.47% | 53 |
|
|
2023
Q1 | $693K | Sell |
12,958
-15,654
| -55% | -$837K | 0.53% | 45 |
|
|
2022
Q4 | $1.43M | Buy |
28,612
+13,104
| +84% | +$657K | 1.13% | 24 |
|
|
2022
Q3 | $688K | Buy |
15,508
+573
| +4% | +$25.4K | 0.59% | 41 |
|
|
2022
Q2 | $746K | Sell |
14,935
-92
| -0.6% | -$4.6K | 0.6% | 37 |
|
|
2022
Q1 | $809K | Buy |
15,027
+1,143
| +8% | +$61.5K | 0.64% | 37 |
|
|
2021
Q4 | $851K | Sell |
13,884
-1,057
| -7% | -$64.8K | 0.61% | 35 |
|
|
2021
Q3 | $911K | Buy |
14,941
+463
| +3% | +$28.2K | 0.72% | 33 |
|
|
2021
Q2 | $918K | Buy |
14,478
+17
| +0.1% | +$1.08K | 0.75% | 32 |
|
|
2021
Q1 | $877K | Sell |
14,461
-59
| -0.4% | -$3.58K | 0.77% | 32 |
|
|
2020
Q4 | $847K | Buy |
+14,520
| New | +$847K | 0.77% | 29 |
|