Lakewood Asset Management’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2,617
+17
+0.7% +$1.68K 0.17% 84
2025
Q1
$257K Buy
2,600
+92
+4% +$9.09K 0.17% 84
2024
Q4
$249K Buy
2,508
+22
+0.9% +$2.19K 0.17% 100
2024
Q3
$252K Buy
2,486
+58
+2% +$5.87K 0.17% 103
2024
Q2
$241K Buy
+2,428
New +$241K 0.17% 103