LIG
Lokken Investment Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97M | Buy |
24,914
+370
| +2% | +$104K | 2.69% | 10 |
|
|
2025
Q1 | $6.35M | Buy |
24,544
+1,735
| +8% | +$449K | 2.68% | 10 |
|
|
2024
Q4 | $6.02M | Sell |
22,809
-693
| -3% | -$183K | 2.6% | 9 |
|
|
2024
Q3 | $6.2M | Buy |
23,502
+891
| +4% | +$235K | 2.59% | 6 |
|
|
2024
Q2 | $5.47M | Buy |
22,611
+680
| +3% | +$165K | 2.57% | 9 |
|
|
2024
Q1 | $5.48M | Buy |
21,931
+856
| +4% | +$214K | 2.73% | 7 |
|
|
2023
Q4 | $4.9M | Buy |
21,075
+894
| +4% | +$208K | 2.77% | 8 |
|
|
2023
Q3 | $4.2M | Buy |
20,181
+1,129
| +6% | +$235K | 2.75% | 8 |
|
|
2023
Q2 | $4.19M | Buy |
19,052
+937
| +5% | +$206K | 2.73% | 8 |
|
|
2023
Q1 | $3.82M | Sell |
18,115
-2,531
| -12% | -$534K | 2.9% | 7 |
|
|
2022
Q4 | $4.21M | Buy |
20,646
+412
| +2% | +$84K | 3.32% | 6 |
|
|
2022
Q3 | $3.8M | Sell |
20,234
-63
| -0.3% | -$11.8K | 3.28% | 6 |
|
|
2022
Q2 | $4M | Buy |
20,297
+123
| +0.6% | +$24.2K | 3.24% | 6 |
|
|
2022
Q1 | $4.41M | Sell |
20,174
-2,997
| -13% | -$656K | 3.5% | 5 |
|
|
2021
Q4 | $5.9M | Sell |
23,171
-53
| -0.2% | -$13.5K | 4.21% | 5 |
|
|
2021
Q3 | $5.5M | Buy |
23,224
+466
| +2% | +$110K | 4.36% | 4 |
|
|
2021
Q2 | $5.4M | Sell |
22,758
-395
| -2% | -$93.8K | 4.39% | 4 |
|
|
2021
Q1 | $5.13M | Sell |
23,153
-3,230
| -12% | -$715K | 4.52% | 4 |
|
|
2020
Q4 | $5.46M | Buy |
+26,383
| New | +$5.46M | 4.98% | 4 |
|