Lokken Investment Group LLC VB Holdings History
Lokken Investment Group LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Lokken Investment Group LLC held 35,861.00 shares of Vanguard Small Cap ETF(VB), totaling $7.95 Mil. This investment constitutes 3.35% of their stock portfolio, and Lokken Investment Group LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q4. And since then Lokken Investment Group LLC has made 13 purchases of VB, at an average price of $196.94, for a total of 45,040.00 shares. In addition, there have been 4 sales at an average price of $237.59 for 9,179.00 shares. Based on historical transaction data and VB's current price of $234.48, Lokken Investment Group LLC's estimated gain on his VB holdings is $1.72 Mil, reflecting a 19.38% gain to date.
Lokken Investment Group LLC VB ($234.48) Holding Chart
Lokken Investment Group LLC VB ($234.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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