Lokken Investment Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,863	Closed	-$238K	–	146
2023 Q4	$238K	Buy	3,863 +22	+0.6%	+$1.35K	0.13%	117
2023 Q3	$213K	Buy	3,841 +147	+4%	+$8.16K	0.14%	120
2023 Q2	$235K	Buy	3,694 +487	+15%	+$30.9K	0.15%	110
2023 Q1	$210K	Buy	+3,207	New	+$210K	0.16%	111