Lakewood Asset Management LLC VANGUARD MALVERN FDS Transaction History

Lakewood Asset Management LLC

  • $150 Billion
  • Q2 2025
Number of Shares
23,770
Previous 17,464 36.11%
Holding current value
$1.85 Billion
Previous $1.35 Billion 36.53%
% of portfolio
1.24%
Previous 0.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
6,306 Added 36.11%
23,770 $1.85 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
6,891 Added 65.18%
17,464 $1.35 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
2,340 Added 28.42%
10,573 $803 Million
Q3 2024

Oct 07, 2024
BUY
N/A
3,195 Added 63.42%
8,233 $653 Million
Q2 2024

Jul 18, 2024
BUY
N/A
5,038 New
5,038 $383 Million
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