Lokken Investment Group LLC VUG Holdings History
Lokken Investment Group LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Lokken Investment Group LLC held 39,192.00 shares of Vanguard Growth ETF(VUG), totaling $14.53 Mil. This investment constitutes 6.13% of their stock portfolio, and Lokken Investment Group LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2020Q4. And since then Lokken Investment Group LLC has made 12 purchases of VUG, at an average price of $263.88, for a total of 51,169.00 shares. In addition, there have been 5 sales at an average price of $334.23 for 11,977.00 shares. Based on historical transaction data and VUG's current price of $441.98, Lokken Investment Group LLC's estimated gain on his VUG holdings is $7.82 Mil, reflecting a 57.93% gain to date.
Lokken Investment Group LLC VUG ($441.98) Holding Chart
Lokken Investment Group LLC VUG ($441.98) 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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