Lakewood Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
24,954
+2,162
| +9% | +$106K | 0.82% | 38 |
|
|
2025
Q1 | $1.13M | Buy |
22,792
+109
| +0.5% | +$5.41K | 0.76% | 39 |
|
|
2024
Q4 | $1.14M | Buy |
22,683
+1,319
| +6% | +$66.1K | 0.78% | 36 |
|
|
2024
Q3 | $1.09M | Buy |
21,364
+2,887
| +16% | +$148K | 0.75% | 36 |
|
|
2024
Q2 | $926K | Buy |
18,477
+1,690
| +10% | +$84.7K | 0.65% | 39 |
|
|
2024
Q1 | $849K | Buy |
16,787
+8,138
| +94% | +$412K | 0.58% | 48 |
|
|
2023
Q4 | $442K | Buy |
8,649
+271
| +3% | +$13.8K | 0.34% | 68 |
|
|
2023
Q3 | $403K | Buy |
8,378
+400
| +5% | +$19.2K | 0.33% | 67 |
|
|
2023
Q2 | $401K | Buy |
7,978
+320
| +4% | +$16.1K | 0.32% | 74 |
|
|
2023
Q1 | $388K | Buy |
7,658
+200
| +3% | +$10.1K | 0.32% | 71 |
|
|
2022
Q4 | $369K | Buy |
+7,458
| New | +$369K | 0.3% | 70 |
|