Lido Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
148,155
-14,686
| -9% | -$1.08M | 0.04% | 233 |
|
|
2025
Q1 | $12M | Sell |
162,841
-12,293
| -7% | -$903K | 0.05% | 208 |
|
|
2024
Q4 | $12.6M | Sell |
175,134
-4,489
| -2% | -$323K | 0.06% | 180 |
|
|
2024
Q3 | $13.5M | Sell |
179,623
-25,830
| -13% | -$1.94M | 0.07% | 151 |
|
|
2024
Q2 | $14.8M | Sell |
205,453
-3,879
| -2% | -$279K | 0.08% | 123 |
|
|
2024
Q1 | $15.2M | Sell |
209,332
-25,300
| -11% | -$1.84M | 0.09% | 120 |
|
|
2023
Q4 | $17.3M | Buy |
234,632
+36,008
| +18% | +$2.65M | 0.12% | 86 |
|
|
2023
Q3 | $13.9M | Sell |
198,624
-35,913
| -15% | -$2.51M | 0.11% | 103 |
|
|
2023
Q2 | $17M | Buy |
234,537
+11,598
| +5% | +$843K | 0.12% | 87 |
|
|
2023
Q1 | $16.5M | Buy |
222,939
+94,732
| +74% | +$6.99M | 0.16% | 73 |
|
|
2022
Q4 | $9.21M | Sell |
128,207
-17,649
| -12% | -$1.27M | 0.11% | 93 |
|
|
2022
Q3 | $10.4M | Buy |
145,856
+9,688
| +7% | +$691K | 0.13% | 71 |
|
|
2022
Q2 | $10.2M | Sell |
136,168
-17,641
| -11% | -$1.33M | 0.14% | 71 |
|
|
2022
Q1 | $12.2M | Sell |
153,809
-24,881
| -14% | -$1.98M | 0.14% | 75 |
|
|
2021
Q4 | $15.1M | Sell |
178,690
-8,348
| -4% | -$707K | 0.17% | 67 |
|
|
2021
Q3 | $16M | Sell |
187,038
-1,595
| -0.8% | -$136K | 0.22% | 48 |
|
|
2021
Q2 | $16.2M | Sell |
188,633
-9,622
| -5% | -$826K | 0.23% | 46 |
|
|
2021
Q1 | $16.8M | Buy |
198,255
+7,838
| +4% | +$664K | 0.29% | 36 |
|
|
2020
Q4 | $16.8M | Buy |
190,417
+823
| +0.4% | +$72.6K | 0.35% | 31 |
|
|
2020
Q3 | $16.7M | Buy |
189,594
+2,746
| +1% | +$242K | 0.43% | 22 |
|
|
2020
Q2 | $16.5M | Buy |
186,848
+51,144
| +38% | +$4.52M | 0.5% | 20 |
|
|
2020
Q1 | $11.6M | Sell |
135,704
-4,580
| -3% | -$391K | 0.49% | 21 |
|
|
2019
Q4 | $11.8M | Sell |
140,284
-3,318
| -2% | -$278K | 0.47% | 30 |
|
|
2019
Q3 | $12.1M | Buy |
143,602
+563
| +0.4% | +$47.5K | 0.61% | 23 |
|
|
2019
Q2 | $11.9M | Sell |
143,039
-3,031
| -2% | -$252K | 0.68% | 25 |
|
|
2019
Q1 | $11.9M | Buy |
146,070
+130,262
| +824% | +$10.6M | 0.77% | 22 |
|
|
2018
Q4 | $1.25M | Buy |
15,808
+7,869
| +99% | +$623K | 0.12% | 94 |
|
|
2018
Q3 | $624K | Buy |
7,939
+1,286
| +19% | +$101K | 0.06% | 183 |
|
|
2018
Q2 | $526K | Buy |
6,653
+9
| +0.1% | +$712 | 0.06% | 180 |
|
|
2018
Q1 | $531K | Buy |
6,644
+156
| +2% | +$12.5K | 0.07% | 163 |
|
|
2017
Q4 | $529K | Buy |
6,488
+2,666
| +70% | +$217K | 0.08% | 134 |
|
|
2017
Q3 | $312K | Sell |
3,822
-1,036
| -21% | -$84.6K | 0.05% | 196 |
|
|
2017
Q2 | $398K | Buy |
4,858
+1,079
| +29% | +$88.4K | 0.08% | 134 |
|
|
2017
Q1 | $306K | Sell |
3,779
-592
| -14% | -$47.9K | 0.08% | 149 |
|
|
2016
Q4 | $353K | Buy |
4,371
+1,619
| +59% | +$131K | 0.09% | 121 |
|
|
2016
Q3 | $232K | Buy |
2,752
+32
| +1% | +$2.7K | 0.07% | 123 |
|
|
2016
Q2 | $229K | Buy |
2,720
+3
| +0.1% | +$253 | 0.07% | 132 |
|
|
2016
Q1 | $225K | Buy |
+2,717
| New | +$225K | 0.08% | 124 |
|