Lokken Investment Group LLC Vanguard Bd Index Fd Inc Short Transaction History

Lokken Investment Group LLC

$226 Million
Q3 2024

A detailed history of Lokken Investment Group LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lokken Investment Group LLC holds 14,697 shares of BSV stock, worth $1.14 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

14,697

Previous 14,322 2.62%

Holding current value

$1.14 Million

Previous $1.1 Million 5.28%

% of portfolio

0.51%

Previous 0.54%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$76.38 - $78.87 $28,642 - $29,576	375 Added 2.62%	14,697 $1.16 Million
Q2 2024 Aug 09, 2024	BUY	$75.81 - $76.76 $24,865 - $25,177	328 Added 2.34%	14,322 $1.1 Million
Q1 2024 May 14, 2024	BUY	$76.34 - $77.25 $26,337 - $26,651	345 Added 2.53%	13,994 $1.07 Million
Q4 2023 Feb 13, 2024	BUY	$74.64 - $77.03 $112,109 - $115,699	1,502 Added 12.37%	13,649 $1.05 Million
Q3 2023 Nov 13, 2023	BUY	$74.97 - $75.93 $148,140 - $150,037	1,976 Added 19.43%	12,147 $913,000
Q2 2023 Aug 09, 2023	BUY	$75.52 - $76.97 $71,441 - $72,813	946 Added 10.25%	10,171 $768,000
Q1 2023 May 08, 2023	SELL	$74.67 - $76.76 $27,777 - $28,554	-372 Reduced 3.88%	9,225 $705,000
Q4 2022 Feb 13, 2023	SELL	$74.07 - $75.87 $57,478 - $58,875	-776 Reduced 7.48%	9,597 $722,000
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $15,351 - $15,958	-206 Reduced 1.95%	10,373 $776,000
Q2 2022 Aug 08, 2022	SELL	$75.68 - $77.74 $38,672 - $39,725	-511 Reduced 4.61%	10,579 $812,000
Q1 2022 May 11, 2022	SELL	$77.66 - $80.73 $4.91 Million - $5.1 Million	-63,219 Reduced 85.08%	11,090 $854,000
Q4 2021 Feb 07, 2022	SELL	$80.78 - $81.98 $139,910 - $141,989	-1,732 Reduced 2.28%	74,309 $6.01 Million
Q3 2021 Nov 05, 2021	BUY	$81.9 - $82.4 $351,842 - $353,990	4,296 Added 5.99%	76,041 $6.23 Million
Q2 2021 Aug 03, 2021	BUY	$82.08 - $82.43 $63,529 - $63,800	774 Added 1.09%	71,745 $5.89 Million
Q1 2021 Jun 10, 2021	SELL	$82.08 - $82.89 $1.33 Million - $1.35 Million	-16,262 Reduced 18.64%	70,971 $5.83 Million
Q4 2020 Feb 08, 2021	BUY	$82.67 - $82.96 $1.34 Million - $1.35 Million	16,262 Added 22.91%	87,233 $7.23 Million
Q1 2012 Apr 13, 2021	BUY	N/A	70,971	70,971 $5.83 Million

Others Institutions Holding BSV

# of Institutions

1,256

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Lokken Investment Group LLC Vanguard Bd Index Fd Inc Short Transaction History