Lakewood Asset Management LLC VANGUARD WELLINGTON FD Transaction History

Lakewood Asset Management LLC

  • $148 Billion
  • Q1 2025
Number of Shares
4,875
Previous 4,678 4.21%
Holding current value
$490 Million
Previous $469 Million 4.47%
% of portfolio
0.33%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
197 Added 4.21%
4,875 $490 Million
Q4 2024

Jan 14, 2025
SELL
N/A
-167 Reduced 3.45%
4,678 $469 Million
Q3 2024

Oct 07, 2024
BUY
N/A
1,033 Added 27.1%
4,845 $491 Million
Q2 2024

Jul 18, 2024
BUY
N/A
1,403 Added 58.24%
3,812 $381 Million
Q1 2024

Apr 22, 2024
BUY
N/A
2,409 New
2,409 $243 Million
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