Lido Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.2M | Buy |
174,274
+750
| +0.4% | +$95.5K | 0.09% | 130 |
|
2025
Q1 | $20.7M | Buy |
173,524
+21,897
| +14% | +$2.62M | 0.09% | 127 |
|
2024
Q4 | $17.9M | Buy |
151,627
+6,715
| +5% | +$793K | 0.08% | 141 |
|
2024
Q3 | $15.9M | Buy |
144,912
+16,450
| +13% | +$1.81M | 0.08% | 129 |
|
2024
Q2 | $12.9M | Buy |
128,462
+13,388
| +12% | +$1.34M | 0.07% | 136 |
|
2024
Q1 | $11.8M | Buy |
115,074
+14,779
| +15% | +$1.51M | 0.07% | 142 |
|
2023
Q4 | $9.25M | Buy |
100,295
+92,683
| +1,218% | +$8.55M | 0.06% | 163 |
|
2023
Q3 | $611K | Buy |
7,612
+621
| +9% | +$49.9K | ﹤0.01% | 624 |
|
2023
Q2 | $568K | Sell |
6,991
-67
| -0.9% | -$5.44K | ﹤0.01% | 623 |
|
2023
Q1 | $550K | Buy |
7,058
+1,776
| +34% | +$138K | 0.01% | 578 |
|
2022
Q4 | $437K | Buy |
5,282
+344
| +7% | +$28.5K | 0.01% | 574 |
|
2022
Q3 | $367K | Sell |
4,938
-187
| -4% | -$13.9K | ﹤0.01% | 579 |
|
2022
Q2 | $395K | Sell |
5,125
-1,441
| -22% | -$111K | 0.01% | 539 |
|
2022
Q1 | $613K | Buy |
6,566
+1,272
| +24% | +$119K | 0.01% | 479 |
|
2021
Q4 | $511K | Buy |
5,294
+286
| +6% | +$27.6K | 0.01% | 533 |
|
2021
Q3 | $463K | Sell |
5,008
-545
| -10% | -$50.4K | 0.01% | 542 |
|
2021
Q2 | $502K | Sell |
5,553
-894
| -14% | -$80.8K | 0.01% | 465 |
|
2021
Q1 | $545K | Sell |
6,447
-258
| -4% | -$21.8K | 0.01% | 423 |
|
2020
Q4 | $488K | Sell |
6,705
-1,415
| -17% | -$103K | 0.01% | 426 |
|
2020
Q3 | $475K | Buy |
8,120
+14
| +0.2% | +$819 | 0.01% | 347 |
|
2020
Q2 | $464K | Sell |
8,106
-258
| -3% | -$14.8K | 0.01% | 318 |
|
2020
Q1 | $424K | Buy |
8,364
+560
| +7% | +$28.4K | 0.02% | 314 |
|
2019
Q4 | $595K | Buy |
7,804
+4,956
| +174% | +$378K | 0.02% | 305 |
|
2019
Q3 | $201K | Buy |
+2,848
| New | +$201K | 0.01% | 487 |
|