Lakewood Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
45,158
+1,349
| +3% | +$173K | 3.88% | 4 |
|
|
2025
Q1 | $5.08M | Buy |
43,809
+1,845
| +4% | +$214K | 3.43% | 6 |
|
|
2024
Q4 | $4.93M | Buy |
41,964
+1,803
| +4% | +$212K | 3.4% | 4 |
|
|
2024
Q3 | $4.81M | Buy |
40,161
+1,574
| +4% | +$188K | 3.28% | 4 |
|
|
2024
Q2 | $4.35M | Buy |
38,587
+1,376
| +4% | +$155K | 3.03% | 6 |
|
|
2024
Q1 | $4.11M | Buy |
37,211
+2,177
| +6% | +$241K | 2.8% | 7 |
|
|
2023
Q4 | $3.6M | Buy |
35,034
+4,817
| +16% | +$496K | 2.8% | 7 |
|
|
2023
Q3 | $2.82M | Buy |
30,217
+1,290
| +4% | +$120K | 2.3% | 8 |
|
|
2023
Q2 | $2.81M | Buy |
28,927
+251
| +0.9% | +$24.3K | 2.21% | 7 |
|
|
2023
Q1 | $2.64M | Buy |
28,676
+2,528
| +10% | +$233K | 2.19% | 7 |
|
|
2022
Q4 | $2.25M | Buy |
+26,148
| New | +$2.25M | 1.82% | 11 |
|