A detailed history of Lokken Investment Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lokken Investment Group LLC holds 2,581 shares of VNQ stock, worth $231,386. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,581
Previous 2,584 0.12%
Holding current value
$231,386
Previous $216,000 16.2%
% of portfolio
0.11%
Previous 0.11%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$82.97 - $98.97 $248 - $296
-3 Reduced 0.12%
2,581 $251,000
Q2 2024

Aug 09, 2024

SELL
$78.61 - $85.97 $18,866 - $20,632
-240 Reduced 8.5%
2,584 $216,000
Q1 2024

May 14, 2024

SELL
$82.58 - $89.12 $126,264 - $136,264
-1,529 Reduced 35.13%
2,824 $244,000
Q4 2023

Feb 13, 2024

BUY
$71.05 - $89.54 $1,492 - $1,880
21 Added 0.48%
4,353 $384,000
Q3 2023

Nov 13, 2023

SELL
$75.44 - $86.89 $7,770 - $8,949
-103 Reduced 2.32%
4,332 $327,000
Q2 2023

Aug 09, 2023

SELL
$78.4 - $83.98 $33,006 - $35,355
-421 Reduced 8.67%
4,435 $370,000
Q1 2023

May 08, 2023

BUY
$77.59 - $93.7 $50,666 - $61,186
653 Added 15.54%
4,856 $403,000
Q4 2022

Feb 13, 2023

BUY
$76.14 - $88.09 $70,124 - $81,130
921 Added 28.06%
4,203 $346,000
Q3 2022

Nov 14, 2022

BUY
$79.28 - $102.13 $8,482 - $10,927
107 Added 3.37%
3,282 $263,000
Q2 2022

Aug 08, 2022

BUY
$87.04 - $112.5 $4,090 - $5,287
47 Added 1.5%
3,175 $289,000
Q1 2022

May 11, 2022

BUY
$99.96 - $115.1 $15,293 - $17,610
153 Added 5.14%
3,128 $325,000
Q4 2021

Feb 07, 2022

BUY
$102.53 - $116.01 $2,973 - $3,364
29 Added 0.98%
2,975 $345,000
Q3 2021

Nov 05, 2021

BUY
$101.78 - $110.92 $8,753 - $9,539
86 Added 3.01%
2,946 $300,000
Q2 2021

Aug 03, 2021

SELL
$93.53 - $105.5 $10,101 - $11,394
-108 Reduced 3.64%
2,860 $291,000
Q1 2021

Jun 10, 2021

BUY
$81.97 - $92.98 $81 - $92
1 Added 0.03%
2,968 $273,000
Q4 2020

Feb 08, 2021

SELL
$76.08 - $86.67 $76 - $86
-1 Reduced 0.03%
2,967 $252,000
Q1 2012

Apr 13, 2021

BUY
N/A
2,968
2,968 $273,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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