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

Lokken Investment Group LLC

$232 Million
Q2 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 25,001 shares of VTEB stock, worth $1.25 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

25,001

Previous 20,183 23.87%

Holding current value

$1.25 Million

Previous $1 Million 22.38%

% of portfolio

0.53%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,331

Shares Held

564M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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