Lokken Investment Group LLC VO Holdings History
Lokken Investment Group LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Lokken Investment Group LLC held 24,544.00 shares of Vanguard Mid-Cap ETF(VO), totaling $6.35 Mil. This investment constitutes 2.68% of their stock portfolio, and Lokken Investment Group LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2020Q4. And since then Lokken Investment Group LLC has made 10 purchases of VO, at an average price of $203.96, for a total of 34,506.00 shares. In addition, there have been 7 sales at an average price of $225.18 for 9,962.00 shares. Based on historical transaction data and VO's current price of $283.33, Lokken Investment Group LLC's estimated gain on his VO holdings is $2.16 Mil, reflecting a 30.68% gain to date.
Lokken Investment Group LLC VO ($283.33) Holding Chart
Lokken Investment Group LLC VO ($283.33) 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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