Lokken Investment Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Lokken Investment Group LLC

  • $226 Million
  • Q3 2024

A detailed history of Lokken Investment Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lokken Investment Group LLC holds 17,338 shares of VTEB stock, worth $869,847. This represents 0.39% of its overall portfolio holdings.

Number of Shares
17,338
Previous 16,377 5.87%
Holding current value
$869,847
Previous $820,000 8.05%
% of portfolio
0.39%
Previous 0.4%

Shares

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

Nov 12, 2024
BUY
$49.93 - $51.15 $47,982 - $49,155
961 Added 5.87%
17,338 $886,000
Q2 2024

Aug 09, 2024
BUY
$49.55 - $50.44 $170,154 - $173,210
3,434 Added 26.53%
16,377 $820,000
Q1 2024

May 14, 2024
BUY
$50.36 - $51.06 $36,762 - $37,273
730 Added 5.98%
12,943 $654,000
Q4 2023

Feb 13, 2024
BUY
$47.36 - $51.14 $303,909 - $328,165
6,417 Added 110.71%
12,213 $623,000
Q3 2023

Nov 13, 2023
BUY
$48.03 - $50.5 $278,381 - $292,698
5,796 New
5,796 $278,000

Others Institutions Holding VTEB

# of Institutions
1,176
Shares Held
510M
Call Options Held
39.6K
Put Options Held
85.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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