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

Lokken Investment Group LLC

  • $254 Million
  • Q3 2025

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 28,036 shares of VTEB stock, worth $1.41 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
28,036
Previous 25,001 12.14%
Holding current value
$1.41 Million
Previous $1.23 Million 14.53%
% of portfolio
0.55%
Previous 0.53%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$48.5 - $50.19 $147,197 - $152,326
3,035 Added 12.14%
28,036 $1.4 Million
Q2 2025

Jul 23, 2025
BUY
$48.13 - $49.85 $231,890 - $240,177
4,818 Added 23.87%
25,001 $1.23 Million
Q1 2025

May 01, 2025
BUY
$49.25 - $50.66 $14,528 - $14,944
295 Added 1.48%
20,183 $1 Million
Q4 2024

Feb 12, 2025
BUY
$49.79 - $51.14 $126,964 - $130,407
2,550 Added 14.71%
19,888 $996,000
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
1,371
Shares Held
602M
Call Options Held
282K
Put Options Held
56K
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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