Lokken Investment Group’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.2M | Sell |
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|
2025
Q2 | $19.2M | Buy |
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|
2025
Q1 | $18.7M | Buy |
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|
2024
Q4 | $17M | Sell |
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|
2024
Q3 | $20M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $17M | Buy |
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|
2023
Q4 | $14.7M | Buy |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $11.2M | Buy |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $8.67M | Buy |
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|
2022
Q2 | $9.21M | Buy |
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|
2022
Q1 | $9.72M | Sell |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $9.5M | Buy |
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|
2021
Q2 | $9.32M | Sell |
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|
2021
Q1 | $8.97M | Buy |
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|
2020
Q4 | $8.05M | Buy |
|