Lakewood Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $542K | Buy |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $420K | Buy |
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|
2023
Q2 | $362K | Buy |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $316K | Buy |
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