Lakewood Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
45,055
+5,512
| +14% | +$277K | 1.51% | 20 |
|
|
2025
Q1 | $1.97M | Buy |
39,543
+7,738
| +24% | +$386K | 1.33% | 25 |
|
|
2024
Q4 | $1.54M | Buy |
31,805
+2,819
| +10% | +$136K | 1.06% | 27 |
|
|
2024
Q3 | $1.43M | Buy |
28,986
+1,060
| +4% | +$52.3K | 0.98% | 31 |
|
|
2024
Q2 | $1.36M | Buy |
27,926
+2,442
| +10% | +$119K | 0.95% | 31 |
|
|
2024
Q1 | $1.22M | Sell |
25,484
-1,041
| -4% | -$49.9K | 0.83% | 39 |
|
|
2023
Q4 | $1.26M | Buy |
26,525
+61
| +0.2% | +$2.9K | 0.98% | 31 |
|
|
2023
Q3 | $1.25M | Buy |
26,464
+4,579
| +21% | +$216K | 1.02% | 30 |
|
|
2023
Q2 | $1.04M | Buy |
21,885
+826
| +4% | +$39.2K | 0.82% | 44 |
|
|
2023
Q1 | $1.01M | Buy |
21,059
+20
| +0.1% | +$956 | 0.84% | 42 |
|
|
2022
Q4 | $983K | Buy |
+21,039
| New | +$983K | 0.79% | 39 |
|