Lokken Investment Group LLC VTV Holdings History
Lokken Investment Group LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Lokken Investment Group LLC held 108,233.00 shares of Vanguard Value ETF(VTV), totaling $18.70 Mil. This investment constitutes 7.88% of their stock portfolio, and Lokken Investment Group LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then Lokken Investment Group LLC has made 14 purchases of VTV, at an average price of $129.97, for a total of 125,743.00 shares. In addition, there have been 2 sales at an average price of $170.24 for 17,510.00 shares. Based on historical transaction data and VTV's current price of $177.66, Lokken Investment Group LLC's estimated gain on his VTV holdings is $5.87 Mil, reflecting a 35.90% gain to date.
Lokken Investment Group LLC VTV ($177.66) Holding Chart
Lokken Investment Group LLC VTV ($177.66) 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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