Lokken Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lokken Investment Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,060	Closed	-$351K	–	147
2023 Q4	$351K	Buy	2,060 +100	+5%	+$16.1K	0.2%	94
2023 Q3	$305K	Sell	1,960 -142	-7%	-$23K	0.2%	98
2023 Q2	$341K	Buy	2,102 +689	+49%	+$108K	0.22%	95
2023 Q1	$218K	Buy	+1,413	New	+$216K	0.17%	108

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lokken Investment Group's VIG Position: Q1 2024 in Review

Lokken Investment Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 2,060 shares — an estimated $351K sold.

Lokken Investment Group first reported a position in VIG in Q1 2023 and held it in 4 quarters. The position peaked at $351K in Q4 2023. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Lokken Investment Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Lokken Investment Group sold 2,060 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $351K.
Lokken Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 4 quarters.
Lokken Investment Group's Vanguard Dividend Appreciation ETF position peaked at $351K in Q4 2023.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Lokken Investment Group's 13F filing for Q1 2024, filed 14 May 2024.