Lido Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.8M | Buy |
638,040
+74,804
| +13% | +$5.56M | 0.18% | 99 |
|
|
2025
Q4 | $41.3M | Buy |
563,236
+6,716
| +1% | +$489K | 0.16% | 108 |
|
|
2025
Q3 | $41M | Buy |
556,520
+44,500
| +9% | +$3.2M | 0.17% | 103 |
|
|
2025
Q2 | $35.9M | Buy |
512,020
+41,428
| +9% | +$2.72M | 0.19% | 92 |
|
|
2025
Q1 | $30.4M | Buy |
470,592
+43,812
| +10% | +$2.94M | 0.18% | 92 |
|
|
2024
Q4 | $28.2M | Buy |
426,780
+150,180
| +54% | +$10.2M | 0.18% | 95 |
|
|
2024
Q3 | $18.2M | Sell |
276,600
-1,536
| -0.6% | -$96.4K | 0.14% | 116 |
|
|
2024
Q2 | $16.9M | Buy |
278,136
+7,268
| +3% | +$442K | 0.14% | 114 |
|
|
2024
Q1 | $16.9M | Buy |
270,868
+16,352
| +6% | +$966K | 0.15% | 109 |
|
|
2023
Q4 | $14.8M | Sell |
254,516
-7,936
| -3% | -$424K | 0.15% | 113 |
|
|
2023
Q3 | $13.7M | Buy |
262,452
+15,956
| +6% | +$875K | 0.15% | 113 |
|
|
2023
Q2 | $13.6M | Buy |
246,496
+76,264
| +45% | +$4M | 0.15% | 117 |
|
|
2023
Q1 | $8.98M | Buy |
170,232
+135,260
| +387% | +$7.2M | 0.13% | 139 |
|
|
2022
Q4 | $1.78M | Buy |
34,972
+6,868
| +24% | +$350K | 0.03% | 313 |
|
|
2022
Q3 | $1.32M | Buy |
28,104
+5,484
| +24% | +$287K | 0.03% | 320 |
|
|
2022
Q2 | $1.11M | Sell |
22,620
-2,964
| -12% | -$160K | 0.02% | 321 |
|
|
2022
Q1 | $1.52M | Sell |
25,584
-5,084
| -17% | -$298K | 0.03% | 304 |
|
|
2021
Q4 | $1.95M | Buy |
30,668
+11,672
| +61% | +$732K | 0.04% | 279 |
|
|
2021
Q3 | $1.12M | Buy |
18,996
+12,672
| +200% | +$766K | 0.03% | 377 |
|
|
2021
Q2 | $375K | Sell |
6,324
-620
| -9% | -$35.9K | 0.01% | 634 |
|
|
2021
Q1 | $384K | Buy |
6,944
+188
| +3% | +$10.2K | 0.01% | 573 |
|
|
2020
Q4 | $349K | Sell |
6,756
-16,504
| -71% | -$799K | 0.01% | 579 |
|
|
2020
Q3 | $1.02M | Buy |
+23,260
| New | +$1.01M | 0.04% | 251 |
|