Lido Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
253,122
-32,034
| -11% | -$1.57M | 0.05% | 214 |
|
|
2025
Q1 | $14.1M | Sell |
285,156
-73,138
| -20% | -$3.63M | 0.06% | 181 |
|
|
2024
Q4 | $18M | Sell |
358,294
-8,861
| -2% | -$444K | 0.08% | 140 |
|
|
2024
Q3 | $18.8M | Sell |
367,155
-53,128
| -13% | -$2.72M | 0.09% | 102 |
|
|
2024
Q2 | $21.1M | Sell |
420,283
-30,372
| -7% | -$1.52M | 0.12% | 88 |
|
|
2024
Q1 | $22.8M | Sell |
450,655
-76,321
| -14% | -$3.86M | 0.13% | 72 |
|
|
2023
Q4 | $26.9M | Sell |
526,976
-114,858
| -18% | -$5.86M | 0.18% | 54 |
|
|
2023
Q3 | $30.9M | Sell |
641,834
-93,960
| -13% | -$4.52M | 0.24% | 44 |
|
|
2023
Q2 | $37M | Buy |
735,794
+55,361
| +8% | +$2.78M | 0.26% | 36 |
|
|
2023
Q1 | $34.5M | Buy |
680,433
+667,610
| +5,206% | +$33.8M | 0.34% | 31 |
|
|
2022
Q4 | $635K | Sell |
12,823
-15,717
| -55% | -$778K | 0.01% | 465 |
|
|
2022
Q3 | $1.37M | Buy |
28,540
+20,382
| +250% | +$981K | 0.02% | 284 |
|
|
2022
Q2 | $407K | Buy |
8,158
+150
| +2% | +$7.48K | 0.01% | 530 |
|
|
2022
Q1 | $412K | Sell |
8,008
-3,588
| -31% | -$185K | ﹤0.01% | 590 |
|
|
2021
Q4 | $636K | Buy |
11,596
+2,353
| +25% | +$129K | 0.01% | 477 |
|
|
2021
Q3 | $506K | Buy |
9,243
+5,316
| +135% | +$291K | 0.01% | 516 |
|
|
2021
Q2 | $217K | Buy |
+3,927
| New | +$217K | ﹤0.01% | 732 |
|
|
2021
Q1 | – | Sell |
-3,837
| Closed | -$211K | – | 789 |
|
|
2020
Q4 | $211K | Buy |
+3,837
| New | +$211K | ﹤0.01% | 654 |
|