Lido Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
157,887
+5,142
| +3% | +$661K | 0.08% | 144 |
|
|
2025
Q1 | $17.7M | Sell |
152,745
-26,669
| -15% | -$3.09M | 0.08% | 147 |
|
|
2024
Q4 | $21.1M | Sell |
179,414
-10,725
| -6% | -$1.26M | 0.1% | 118 |
|
|
2024
Q3 | $22.8M | Sell |
190,139
-32,064
| -14% | -$3.84M | 0.11% | 83 |
|
|
2024
Q2 | $25M | Sell |
222,203
-14,573
| -6% | -$1.64M | 0.14% | 71 |
|
|
2024
Q1 | $26.2M | Buy |
+236,776
| New | +$26.2M | 0.15% | 62 |
|
|
2023
Q4 | – | Sell |
-550,742
| Closed | -$51.3M | – | 1245 |
|
|
2023
Q3 | $51.3M | Buy |
550,742
+224,332
| +69% | +$20.9M | 0.39% | 26 |
|
|
2023
Q2 | $31.2M | Buy |
326,410
+10,791
| +3% | +$1.03M | 0.22% | 44 |
|
|
2023
Q1 | $29.1M | Buy |
+315,619
| New | +$29.1M | 0.28% | 41 |
|