Lido Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Buy |
419,105
+25,022
| +6% | +$7.63M | 0.5% | 22 |
|
|
2025
Q1 | $108M | Sell |
394,083
-10,491
| -3% | -$2.88M | 0.49% | 22 |
|
|
2024
Q4 | $117M | Buy |
404,574
+2,058
| +0.5% | +$596K | 0.53% | 19 |
|
|
2024
Q3 | $114M | Buy |
402,516
+65,205
| +19% | +$18.5M | 0.57% | 15 |
|
|
2024
Q2 | $90.6M | Sell |
337,311
-12,923
| -4% | -$3.47M | 0.5% | 22 |
|
|
2024
Q1 | $91M | Buy |
350,234
+13,608
| +4% | +$3.54M | 0.54% | 19 |
|
|
2023
Q4 | $79.9M | Buy |
336,626
+9,580
| +3% | +$2.27M | 0.54% | 18 |
|
|
2023
Q3 | $69.5M | Buy |
327,046
+31,486
| +11% | +$6.69M | 0.53% | 18 |
|
|
2023
Q2 | $65.1M | Buy |
295,560
+2,956
| +1% | +$651K | 0.46% | 20 |
|
|
2023
Q1 | $14.2M | Buy |
292,604
+50,296
| +21% | +$2.45M | 0.14% | 83 |
|
|
2022
Q4 | $46.3M | Buy |
242,308
+103,411
| +74% | +$19.8M | 0.57% | 16 |
|
|
2022
Q3 | $26.9M | Buy |
138,897
+5,653
| +4% | +$1.1M | 0.34% | 28 |
|
|
2022
Q2 | $25.1M | Buy |
133,244
+60,006
| +82% | +$11.3M | 0.33% | 30 |
|
|
2022
Q1 | $16.7M | Buy |
73,238
+2,268
| +3% | +$516K | 0.19% | 54 |
|
|
2021
Q4 | $17.1M | Buy |
70,970
+1,971
| +3% | +$476K | 0.19% | 54 |
|
|
2021
Q3 | $15.3M | Buy |
68,999
+8,658
| +14% | +$1.92M | 0.21% | 52 |
|
|
2021
Q2 | $13.4M | Sell |
60,341
-1,311
| -2% | -$292K | 0.19% | 58 |
|
|
2021
Q1 | $12.7M | Buy |
61,652
+5,578
| +10% | +$1.15M | 0.22% | 49 |
|
|
2020
Q4 | $10.9M | Buy |
56,074
+7,909
| +16% | +$1.54M | 0.23% | 50 |
|
|
2020
Q3 | $8.2M | Buy |
48,165
+1,692
| +4% | +$288K | 0.21% | 54 |
|
|
2020
Q2 | $7.27M | Sell |
46,473
-28
| -0.1% | -$4.38K | 0.22% | 52 |
|
|
2020
Q1 | $5.99M | Sell |
46,501
-5,999
| -11% | -$773K | 0.25% | 50 |
|
|
2019
Q4 | $8.59M | Sell |
52,500
-378
| -0.7% | -$61.8K | 0.34% | 39 |
|
|
2019
Q3 | $7.99M | Buy |
52,878
+2,811
| +6% | +$424K | 0.4% | 39 |
|
|
2019
Q2 | $7.51M | Buy |
50,067
+4,512
| +10% | +$677K | 0.43% | 38 |
|
|
2019
Q1 | $6.59M | Buy |
45,555
+6,916
| +18% | +$1M | 0.43% | 38 |
|
|
2018
Q4 | $4.93M | Buy |
38,639
+9,345
| +32% | +$1.19M | 0.49% | 31 |
|
|
2018
Q3 | $4.4M | Buy |
29,294
+4,589
| +19% | +$690K | 0.43% | 32 |
|
|
2018
Q2 | $3.47M | Buy |
24,705
+1,706
| +7% | +$240K | 0.4% | 34 |
|
|
2018
Q1 | $3.12M | Buy |
22,999
+2,866
| +14% | +$389K | 0.43% | 36 |
|
|
2017
Q4 | $2.76M | Buy |
20,133
+292
| +1% | +$40.1K | 0.39% | 34 |
|
|
2017
Q3 | $2.63M | Buy |
19,841
+13,976
| +238% | +$1.85M | 0.42% | 33 |
|
|
2017
Q2 | $730K | Sell |
5,865
-75
| -1% | -$9.34K | 0.15% | 84 |
|
|
2017
Q1 | $731K | Sell |
5,940
-11
| -0.2% | -$1.35K | 0.2% | 77 |
|
|
2016
Q4 | $686K | Sell |
5,951
-214
| -3% | -$24.7K | 0.17% | 65 |
|
|
2016
Q3 | $686K | Buy |
6,165
+1
| +0% | +$111 | 0.21% | 50 |
|
|
2016
Q2 | $661K | Sell |
6,164
-445
| -7% | -$47.7K | 0.2% | 44 |
|
|
2016
Q1 | $693K | Buy |
+6,609
| New | +$693K | 0.23% | 43 |
|