Lakewood Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
3,979
+37
| +0.9% | +$2.91K | 0.21% | 77 |
|
|
2025
Q1 | $309K | Buy |
3,942
+24
| +0.6% | +$1.88K | 0.21% | 74 |
|
|
2024
Q4 | $303K | Buy |
3,918
+46
| +1% | +$3.56K | 0.21% | 88 |
|
|
2024
Q3 | $305K | Buy |
3,872
+34
| +0.9% | +$2.68K | 0.21% | 91 |
|
|
2024
Q2 | $294K | Buy |
3,838
+624
| +19% | +$47.9K | 0.21% | 88 |
|
|
2024
Q1 | $246K | Buy |
3,214
+266
| +9% | +$20.4K | 0.17% | 99 |
|
|
2023
Q4 | $227K | Sell |
2,948
-977
| -25% | -$75.2K | 0.18% | 100 |
|
|
2023
Q3 | $295K | Buy |
+3,925
| New | +$295K | 0.24% | 87 |
|
|
2023
Q1 | – | Sell |
-1,575
| Closed | -$119K | – | 128 |
|
|
2022
Q4 | $119K | Buy |
+1,575
| New | +$119K | 0.1% | 132 |
|