Lokken Investment Group LLC Vanguard Small Cap Value ETF Transaction History

Lokken Investment Group LLC

$226 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$149.18 - $181.94 $47,886 - $58,402	321 Added 2.32%	14,173 $2.55 Million
Q3 2023 Nov 13, 2023	SELL	$157.33 - $174.39 $25,959 - $28,774	-165 Reduced 1.18%	13,852 $2.21 Million
Q2 2023 Aug 09, 2023	BUY	$150.74 - $165.4 $98,131 - $107,675	651 Added 4.87%	14,017 $2.32 Million
Q1 2023 May 08, 2023	BUY	$150.22 - $177.69 $21,331 - $25,231	142 Added 1.07%	13,366 $2.12 Million
Q4 2022 Feb 13, 2023	SELL	$147.25 - $169.54 $9,718 - $11,189	-66 Reduced 0.5%	13,224 $2.1 Million
Q3 2022 Nov 14, 2022	BUY	$143.4 - $172.87 $81,164 - $97,844	566 Added 4.45%	13,290 $1.91 Million
Q2 2022 Aug 08, 2022	BUY	$146.67 - $178.24 $13,200 - $16,041	90 Added 0.71%	12,724 $1.91 Million
Q1 2022 May 11, 2022	BUY	$165.62 - $182.58 $2.09 Million - $2.31 Million	12,634 New	12,634 $2.08 Million

Others Institutions Holding VBR

# of Institutions

1,540

Shares Held

93.4M

Call Options Held

53.2K

Put Options Held

22.2K

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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