Lakewood Asset Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
4,903
+28
| +0.6% | +$2.83K | 0.33% | 63 |
|
|
2025
Q1 | $490K | Buy |
4,875
+197
| +4% | +$19.8K | 0.33% | 58 |
|
|
2024
Q4 | $469K | Sell |
4,678
-167
| -3% | -$16.7K | 0.32% | 68 |
|
|
2024
Q3 | $491K | Buy |
4,845
+1,033
| +27% | +$105K | 0.34% | 70 |
|
|
2024
Q2 | $381K | Buy |
3,812
+1,403
| +58% | +$140K | 0.27% | 75 |
|
|
2024
Q1 | $243K | Buy |
+2,409
| New | +$243K | 0.16% | 100 |
|