Lokken Investment Group LLC Vanguard Specialized Funds Van Transaction History

Lokken Investment Group LLC

  • $232 Million
  • Q2 2025

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 2,515 shares of VNQ stock, worth $223,985. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,515
Previous 3,050 17.54%
Holding current value
$223,985
Previous $276,000 19.2%
% of portfolio
0.1%
Previous 0.13%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$79.79 - $91.42 $42,687 - $48,909
-535 Reduced 17.54%
2,515 $223,000
Q1 2025

May 01, 2025
BUY
$85.55 - $94.34 $41,149 - $45,377
481 Added 18.72%
3,050 $276,000
Q4 2024

Feb 12, 2025
SELL
$87.85 - $98.6 $1,054 - $1,183
-12 Reduced 0.46%
2,569 $228,000
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

# of Institutions
1,917
Shares Held
248M
Call Options Held
1.13M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Lokken Investment Group LLC Portfolio

Follow Lokken Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email