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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,060	Closed	-$351K	–	147
2023 Q4	$351K	Buy	2,060 +100	+5%	+$17K	0.2%	94
2023 Q3	$305K	Sell	1,960 -142	-7%	-$22.1K	0.2%	98
2023 Q2	$341K	Buy	2,102 +689	+49%	+$112K	0.22%	95
2023 Q1	$218K	Buy	+1,413	New	+$218K	0.17%	108