Lido Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.6M | Sell |
162,770
-876
| -0.5% | -$67.8K | 0.05% | 212 |
|
2025
Q1 | $12.5M | Buy |
163,646
+13,477
| +9% | +$1.03M | 0.06% | 198 |
|
2024
Q4 | $11.2M | Buy |
150,169
+136,422
| +992% | +$10.2M | 0.05% | 193 |
|
2024
Q3 | $1.08M | Sell |
13,747
-550
| -4% | -$43.1K | 0.01% | 622 |
|
2024
Q2 | $1.07M | Sell |
14,297
-2,945
| -17% | -$221K | 0.01% | 589 |
|
2024
Q1 | $1.3M | Sell |
17,242
-601
| -3% | -$45.3K | 0.01% | 515 |
|
2023
Q4 | $1.36M | Sell |
17,843
-34,382
| -66% | -$2.63M | 0.01% | 469 |
|
2023
Q3 | $3.78M | Buy |
52,225
+4,618
| +10% | +$334K | 0.03% | 269 |
|
2023
Q2 | $3.58M | Buy |
47,607
+2,739
| +6% | +$206K | 0.03% | 254 |
|
2023
Q1 | $3.44M | Buy |
44,868
+5,913
| +15% | +$454K | 0.03% | 239 |
|
2022
Q4 | $2.9M | Buy |
38,955
+556
| +1% | +$41.3K | 0.04% | 216 |
|
2022
Q3 | $2.82M | Buy |
38,399
+30,448
| +383% | +$2.24M | 0.04% | 187 |
|
2022
Q2 | $617K | Sell |
7,951
-1,294
| -14% | -$100K | 0.01% | 419 |
|
2022
Q1 | $757K | Buy |
9,245
+316
| +4% | +$25.9K | 0.01% | 414 |
|
2021
Q4 | $782K | Sell |
8,929
-769
| -8% | -$67.3K | 0.01% | 420 |
|
2021
Q3 | $867K | Sell |
9,698
-196
| -2% | -$17.5K | 0.01% | 393 |
|
2021
Q2 | $890K | Sell |
9,894
-298
| -3% | -$26.8K | 0.01% | 361 |
|
2021
Q1 | $904K | Buy |
10,192
+630
| +7% | +$55.9K | 0.02% | 326 |
|
2020
Q4 | $887K | Buy |
9,562
+34
| +0.4% | +$3.15K | 0.02% | 309 |
|
2020
Q3 | $891K | Buy |
9,528
+60
| +0.6% | +$5.61K | 0.02% | 250 |
|
2020
Q2 | $882K | Sell |
9,468
-1,947
| -17% | -$181K | 0.03% | 231 |
|
2020
Q1 | $1.02M | Sell |
11,415
-2,403
| -17% | -$215K | 0.04% | 197 |
|
2019
Q4 | $1.21M | Buy |
13,818
+6,155
| +80% | +$537K | 0.05% | 207 |
|
2019
Q3 | $674K | Sell |
7,663
-27
| -0.4% | -$2.38K | 0.03% | 243 |
|
2019
Q2 | $665K | Buy |
7,690
+27
| +0.4% | +$2.34K | 0.04% | 223 |
|
2019
Q1 | $643K | Buy |
7,663
+717
| +10% | +$60.2K | 0.04% | 223 |
|
2018
Q4 | $564K | Buy |
6,946
+3,986
| +135% | +$324K | 0.06% | 188 |
|
2018
Q3 | $238K | Buy |
2,960
+75
| +3% | +$6.03K | 0.02% | 371 |
|
2018
Q2 | $233K | Sell |
2,885
-7,214
| -71% | -$583K | 0.03% | 343 |
|
2018
Q1 | $825K | Buy |
10,099
+6
| +0.1% | +$490 | 0.11% | 113 |
|
2017
Q4 | $846K | Buy |
10,093
+2,095
| +26% | +$176K | 0.12% | 93 |
|
2017
Q3 | $675K | Buy |
7,998
+11
| +0.1% | +$928 | 0.11% | 105 |
|
2017
Q2 | $675K | Buy |
7,987
+3
| +0% | +$254 | 0.14% | 91 |
|
2017
Q1 | $669K | Buy |
7,984
+619
| +8% | +$51.9K | 0.19% | 82 |
|
2016
Q4 | $612K | Sell |
7,365
-1,335
| -15% | -$111K | 0.15% | 75 |
|
2016
Q3 | $763K | Buy |
8,700
+5,240
| +151% | +$460K | 0.23% | 42 |
|
2016
Q2 | $305K | Buy |
3,460
+629
| +22% | +$55.4K | 0.09% | 107 |
|
2016
Q1 | $244K | Buy |
+2,831
| New | +$244K | 0.08% | 120 |
|