Lido Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8M Buy
239,269
+210,996
+746% +$16.6M 0.07% 155
2025
Q1
$2.21M Buy
28,273
+14,659
+108% +$1.15M 0.01% 489
2024
Q4
$1.05M Sell
13,614
-494
-4% -$38.2K ﹤0.01% 691
2024
Q3
$1.11M Sell
14,108
-1,479
-9% -$116K 0.01% 611
2024
Q2
$1.2M Sell
15,587
-5,281
-25% -$405K 0.01% 547
2024
Q1
$1.6M Sell
20,868
-4,839
-19% -$371K 0.01% 456
2023
Q4
$1.98M Buy
+25,707
New +$1.98M 0.01% 388
2023
Q3
Sell
-5,622
Closed -$425K 1044
2023
Q2
$425K Buy
5,622
+1,780
+46% +$135K ﹤0.01% 709
2023
Q1
$294K Sell
3,842
-36,954
-91% -$2.83M ﹤0.01% 792
2022
Q4
$3.07M Sell
40,796
-12,900
-24% -$971K 0.04% 211
2022
Q3
$4.02M Buy
53,696
+23,537
+78% +$1.76M 0.05% 156
2022
Q2
$2.32M Sell
30,159
-75,488
-71% -$5.79M 0.03% 196
2022
Q1
$8.23M Sell
105,647
-5,544
-5% -$432K 0.09% 99
2021
Q4
$8.99M Sell
111,191
-2,909
-3% -$235K 0.1% 97
2021
Q3
$9.35M Sell
114,100
-2,926
-3% -$240K 0.13% 78
2021
Q2
$9.62M Sell
117,026
-7,567
-6% -$622K 0.13% 82
2021
Q1
$10.2M Buy
124,593
+1,104
+0.9% +$90.7K 0.18% 70
2020
Q4
$10.2M Buy
+123,489
New +$10.2M 0.21% 57
2020
Q2
Sell
-2,533
Closed -$208K 535
2020
Q1
$208K Sell
2,533
-3,799
-60% -$312K 0.01% 448
2019
Q4
$510K Buy
+6,332
New +$510K 0.02% 341