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Lakewood Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Lakewood Asset Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14
Closed -$3K – 286
2022
Q4 		$3K Buy
+14
New +$2.6K ﹤0.01% 300

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lakewood Asset Management's VB Position: Q1 2023 in Review

Lakewood Asset Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 14 shares — an estimated $3K sold.

Lakewood Asset Management first reported a position in VB in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • Lakewood Asset Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 14 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $3K.
  • Lakewood Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Vanguard Small-Cap ETF position peaked at $3K in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.