Lokken Investment Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97M | Buy |
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|
2025
Q1 | $6.35M | Buy |
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|
2024
Q4 | $6.02M | Sell |
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|
2024
Q3 | $6.2M | Buy |
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|
2024
Q2 | $5.47M | Buy |
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|
2024
Q1 | $5.48M | Buy |
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|
2023
Q4 | $4.9M | Buy |
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|
2023
Q3 | $4.2M | Buy |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $4.21M | Buy |
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|
2022
Q3 | $3.8M | Sell |
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|
2022
Q2 | $4M | Buy |
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|
2022
Q1 | $4.41M | Sell |
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|
2021
Q4 | $5.9M | Sell |
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|
2021
Q3 | $5.5M | Buy |
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|
2021
Q2 | $5.4M | Sell |
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|
2021
Q1 | $5.13M | Sell |
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|
2020
Q4 | $5.46M | Buy |
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