Lokken Investment Group LLC Vanguard Russell 1000 Growth E Transaction History

Lokken Investment Group LLC

$213 Million
Q4 2024

A detailed history of Lokken Investment Group LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Lokken Investment Group LLC holds 5,420 shares of VONG stock, worth $516,580. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,420

Previous 5,324 1.8%

Holding current value

$516,580

Previous $513,000 8.97%

% of portfolio

0.26%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$95.27 - $107.82 $9,145 - $10,350	96 Added 1.8%	5,420 $559,000
Q3 2024 Nov 12, 2024	SELL	$85.48 - $98.39 $79,239 - $91,207	-927 Reduced 14.83%	5,324 $513,000
Q2 2024 Aug 09, 2024	BUY	$81.38 - $94.58 $13,753 - $15,984	169 Added 2.78%	6,251 $586,000
Q1 2024 May 14, 2024	SELL	$75.82 - $87.22 $14,026 - $16,135	-185 Reduced 2.95%	6,082 $527,000
Q4 2023 Feb 13, 2024	BUY	$66.09 - $78.32 $47,056 - $55,763	712 Added 12.82%	6,267 $488,000
Q3 2023 Nov 13, 2023	BUY	$67.86 - $73.4 $6,582 - $7,119	97 Added 1.78%	5,555 $380,000
Q2 2023 Aug 09, 2023	BUY	$61.54 - $70.76 $66,770 - $76,774	1,085 Added 24.81%	5,458 $386,000
Q1 2023 May 08, 2023	BUY	$54.03 - $62.89 $236,273 - $275,017	4,373 New	4,373 $275,000

Others Institutions Holding VONG

# of Institutions

784

Shares Held

152M

Call Options Held

25.9K

Put Options Held

1.2K

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About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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Lokken Investment Group LLC Vanguard Russell 1000 Growth E Transaction History