Lokken Investment Group LLC Vanguard Small Cap ETF Transaction History

Lokken Investment Group LLC

  • $254 Million
  • Q3 2025

A detailed history of Lokken Investment Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lokken Investment Group LLC holds 37,247 shares of VB stock, worth $9.3 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
37,247
Previous 36,501 2.04%
Holding current value
$9.3 Million
Previous $8.65 Million 9.49%
% of portfolio
3.73%
Previous 3.73%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$237.58 - $259.17 $177,234 - $193,340
746 Added 2.04%
37,247 $9.47 Million
Q2 2025

Jul 23, 2025
BUY
$193.73 - $237.37 $123,987 - $151,916
640 Added 1.78%
36,501 $8.65 Million
Q1 2025

May 01, 2025
BUY
$217.89 - $252.64 $183,681 - $212,975
843 Added 2.41%
35,861 $7.95 Million
Q4 2024

Feb 12, 2025
SELL
$233.76 - $261.58 $1.68 Million - $1.87 Million
-7,167 Reduced 16.99%
35,018 $8.41 Million
Q3 2024

Nov 12, 2024
BUY
$214.77 - $237.72 $217,991 - $241,285
1,015 Added 2.47%
42,185 $10 Million
Q2 2024

Aug 09, 2024
BUY
$210.76 - $226.94 $493,599 - $531,493
2,342 Added 6.03%
41,170 $8.98 Million
Q1 2024

May 14, 2024
BUY
$204.0 - $228.59 $2.58 Million - $2.9 Million
12,669 Added 48.43%
38,828 $8.88 Million
Q4 2023

Feb 13, 2024
BUY
$175.26 - $215.9 $150,548 - $185,458
859 Added 3.4%
26,159 $5.58 Million
Q3 2023

Nov 13, 2023
BUY
$186.24 - $208.75 $249,934 - $280,142
1,342 Added 5.6%
25,300 $4.78 Million
Q2 2023

Aug 09, 2023
BUY
$181.26 - $198.89 $918,806 - $1.01 Million
5,069 Added 26.84%
23,958 $4.77 Million
Q1 2023

May 08, 2023
BUY
$179.51 - $208.76 $629,362 - $731,912
3,506 Added 22.79%
18,889 $3.58 Million
Q4 2022

Feb 13, 2023
BUY
$172.82 - $196.57 $141,712 - $161,187
820 Added 5.63%
15,383 $2.82 Million
Q3 2022

Nov 14, 2022
SELL
$170.45 - $206.62 $53,521 - $64,878
-314 Reduced 2.11%
14,563 $2.49 Million
Q2 2022

Aug 08, 2022
BUY
$170.7 - $214.67 $32,091 - $40,357
188 Added 1.28%
14,877 $2.62 Million
Q1 2022

May 11, 2022
SELL
$198.73 - $227.97 $330,686 - $379,342
-1,664 Reduced 10.18%
14,689 $2.87 Million
Q4 2021

Feb 07, 2022
BUY
$215.13 - $239.37 $99,174 - $110,349
461 Added 2.9%
16,353 $3.7 Million
Q3 2021

Nov 05, 2021
BUY
$211.9 - $229.42 $96,202 - $104,156
454 Added 2.94%
15,892 $3.48 Million
Q2 2021

Aug 03, 2021
SELL
$211.77 - $228.05 $7,200 - $7,753
-34 Reduced 0.22%
15,438 $3.48 Million
Q1 2021

Jun 10, 2021
BUY
$191.53 - $223.48 $4,405 - $5,140
23 Added 0.15%
15,472 $3.31 Million
Q4 2020

Feb 08, 2021
SELL
$156.0 - $196.91 $3,588 - $4,528
-23 Reduced 0.15%
15,449 $3.01 Million
Q1 2012

Apr 13, 2021
BUY
N/A
15,472
15,472 $3.31 Million

Others Institutions Holding VB

# of Institutions
2,488
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
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More about VB
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