Lido Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153M | Buy |
267,940
+51,141
| +24% | +$29.1M | 0.59% | 17 |
|
|
2025
Q1 | $111M | Buy |
216,799
+6,859
| +3% | +$3.52M | 0.5% | 20 |
|
|
2024
Q4 | $113M | Buy |
209,940
+19,056
| +10% | +$10.3M | 0.51% | 22 |
|
|
2024
Q3 | $101M | Sell |
190,884
-29,050
| -13% | -$15.3M | 0.5% | 21 |
|
|
2024
Q2 | $110M | Sell |
219,934
-969
| -0.4% | -$486K | 0.61% | 15 |
|
|
2024
Q1 | $106M | Sell |
220,903
-6,234
| -3% | -$3M | 0.62% | 15 |
|
|
2023
Q4 | $99.2M | Buy |
227,137
+6,691
| +3% | +$2.92M | 0.67% | 13 |
|
|
2023
Q3 | $86.6M | Sell |
220,446
-4,992
| -2% | -$1.96M | 0.66% | 15 |
|
|
2023
Q2 | $91.8M | Buy |
225,438
+3,460
| +2% | +$1.41M | 0.66% | 14 |
|
|
2023
Q1 | $83.5M | Buy |
221,978
+191,696
| +633% | +$72.1M | 0.81% | 12 |
|
|
2022
Q4 | $10.6M | Buy |
30,282
+951
| +3% | +$334K | 0.13% | 83 |
|
|
2022
Q3 | $9.63M | Buy |
29,331
+3,039
| +12% | +$998K | 0.12% | 77 |
|
|
2022
Q2 | $9.12M | Buy |
26,292
+527
| +2% | +$183K | 0.12% | 81 |
|
|
2022
Q1 | $10.7M | Buy |
25,765
+5,042
| +24% | +$2.09M | 0.12% | 85 |
|
|
2021
Q4 | $9.05M | Sell |
20,723
-1,845
| -8% | -$805K | 0.1% | 96 |
|
|
2021
Q3 | $8.9M | Sell |
22,568
-413
| -2% | -$163K | 0.12% | 83 |
|
|
2021
Q2 | $9.07M | Buy |
22,981
+102
| +0.4% | +$40.3K | 0.13% | 88 |
|
|
2021
Q1 | $8.34M | Buy |
22,879
+1,066
| +5% | +$388K | 0.14% | 88 |
|
|
2020
Q4 | $7.5M | Buy |
21,813
+1,973
| +10% | +$678K | 0.16% | 77 |
|
|
2020
Q3 | $6.13M | Buy |
19,840
+1,100
| +6% | +$340K | 0.16% | 77 |
|
|
2020
Q2 | $5.34M | Sell |
18,740
-5,095
| -21% | -$1.45M | 0.16% | 76 |
|
|
2020
Q1 | $5.65M | Sell |
23,835
-2,128
| -8% | -$504K | 0.24% | 54 |
|
|
2019
Q4 | $7.68M | Sell |
25,963
-7,268
| -22% | -$2.15M | 0.31% | 48 |
|
|
2019
Q3 | $9.1M | Buy |
33,231
+7,212
| +28% | +$1.98M | 0.46% | 33 |
|
|
2019
Q2 | $7.04M | Buy |
26,019
+12,363
| +91% | +$3.34M | 0.4% | 40 |
|
|
2019
Q1 | $3.54M | Buy |
13,656
+3,595
| +36% | +$933K | 0.23% | 60 |
|
|
2018
Q4 | $2.31M | Buy |
10,061
+4,794
| +91% | +$1.1M | 0.23% | 60 |
|
|
2018
Q3 | $1.41M | Buy |
5,267
+725
| +16% | +$194K | 0.14% | 86 |
|
|
2018
Q2 | $1.13M | Buy |
4,542
+50
| +1% | +$12.5K | 0.13% | 93 |
|
|
2018
Q1 | $1.09M | Sell |
4,492
-1,882
| -30% | -$455K | 0.15% | 85 |
|
|
2017
Q4 | $1.56M | Buy |
6,374
+272
| +4% | +$66.7K | 0.22% | 56 |
|
|
2017
Q3 | $1.44M | Sell |
6,102
-190
| -3% | -$44.8K | 0.23% | 54 |
|
|
2017
Q2 | $1.4M | Buy |
6,292
+5
| +0.1% | +$1.11K | 0.29% | 49 |
|
|
2017
Q1 | $1.38M | Sell |
6,287
-1,047
| -14% | -$230K | 0.38% | 44 |
|
|
2016
Q4 | $1.51M | Buy |
7,334
+3,620
| +97% | +$743K | 0.37% | 28 |
|
|
2016
Q3 | $738K | Buy |
3,714
+289
| +8% | +$57.4K | 0.23% | 45 |
|
|
2016
Q2 | $658K | Buy |
+3,425
| New | +$658K | 0.2% | 45 |
|