Lokken Investment Group LLC Vanguard Dividend Appreciation Transaction History

Lokken Investment Group LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$150.16 - $171.16 $15,016 - $17,116	100 Added 5.1%	2,060 $351,000
Q3 2023 Nov 13, 2023	SELL	$155.38 - $166.95 $22,063 - $23,706	-142 Reduced 6.76%	1,960 $304,000
Q2 2023 Aug 09, 2023	BUY	$152.74 - $162.43 $105,237 - $111,914	689 Added 48.76%	2,102 $341,000
Q1 2023 May 08, 2023	BUY	$147.24 - $158.33 $208,050 - $223,720	1,413 New	1,413 $217,000

2,233

203M

463K

229K

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