Vanguard Wellington shares owned by Lakewood Asset Management
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Lakewood Asset Management
from 13F filings
Historical chart of Lakewood Asset Management investment in Vanguard Wellington
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All positions including Vanguard Wellington held by Lakewood Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by Lakewood Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $491k | 4.8k | 101.41 |
| 2024-06-30 | $382k | 3.8k | 100.08 |
| 2024-03-31 | $243k | 2.4k | 100.68 |