LIG
Lokken Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
15,210
-2,124
| -12% | -$646K | 1.78% | 15 |
|
|
2025
Q1 | $4.76M | Sell |
17,334
-213
| -1% | -$58.5K | 2.01% | 15 |
|
|
2024
Q4 | $5.09M | Sell |
17,547
-4,246
| -19% | -$1.23M | 2.2% | 14 |
|
|
2024
Q3 | $6.17M | Buy |
21,793
+491
| +2% | +$139K | 2.57% | 7 |
|
|
2024
Q2 | $5.7M | Buy |
21,302
+1,443
| +7% | +$386K | 2.68% | 8 |
|
|
2024
Q1 | $5.16M | Buy |
19,859
+1,530
| +8% | +$398K | 2.57% | 9 |
|
|
2023
Q4 | $4.35M | Buy |
18,329
+3,871
| +27% | +$918K | 2.46% | 11 |
|
|
2023
Q3 | $3.07M | Sell |
14,458
-582
| -4% | -$124K | 2.01% | 12 |
|
|
2023
Q2 | $3.31M | Buy |
15,040
+741
| +5% | +$163K | 2.16% | 12 |
|
|
2023
Q1 | $2.92M | Sell |
14,299
-2,143
| -13% | -$437K | 2.22% | 11 |
|
|
2022
Q4 | $3.14M | Buy |
16,442
+183
| +1% | +$35K | 2.48% | 10 |
|
|
2022
Q3 | $2.92M | Buy |
16,259
+272
| +2% | +$48.8K | 2.52% | 10 |
|
|
2022
Q2 | $3.02M | Sell |
15,987
-82
| -0.5% | -$15.5K | 2.44% | 11 |
|
|
2022
Q1 | $3.32M | Buy |
16,069
+2,130
| +15% | +$441K | 2.64% | 10 |
|
|
2021
Q4 | $3.37M | Sell |
13,939
-430
| -3% | -$104K | 2.4% | 11 |
|
|
2021
Q3 | $3.19M | Buy |
14,369
+228
| +2% | +$50.6K | 2.53% | 12 |
|
|
2021
Q2 | $3.15M | Sell |
14,141
-99
| -0.7% | -$22.1K | 2.56% | 11 |
|
|
2021
Q1 | $2.94M | Sell |
14,240
-1,652
| -10% | -$341K | 2.6% | 10 |
|
|
2020
Q4 | $3.09M | Buy |
+15,892
| New | +$3.09M | 2.82% | 8 |
|