Lido Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $62.5M | Buy |
142,584
+74,601
| +110% | +$32.7M | 0.24% | 55 |
|
2025
Q1 | $25.2M | Buy |
67,983
+1,852
| +3% | +$687K | 0.11% | 108 |
|
2024
Q4 | $27.1M | Buy |
66,131
+50,615
| +326% | +$20.8M | 0.12% | 94 |
|
2024
Q3 | $5.96M | Sell |
15,516
-373
| -2% | -$143K | 0.03% | 267 |
|
2024
Q2 | $5.95M | Buy |
15,889
+249
| +2% | +$93.2K | 0.03% | 249 |
|
2024
Q1 | $5.38M | Sell |
15,640
-1,003
| -6% | -$345K | 0.03% | 258 |
|
2023
Q4 | $5.17M | Sell |
16,643
-1,202
| -7% | -$374K | 0.04% | 245 |
|
2023
Q3 | $4.86M | Sell |
17,845
-890
| -5% | -$242K | 0.04% | 233 |
|
2023
Q2 | $5.3M | Buy |
18,735
+2,684
| +17% | +$759K | 0.04% | 202 |
|
2023
Q1 | $4M | Buy |
16,051
+783
| +5% | +$195K | 0.04% | 222 |
|
2022
Q4 | $3.25M | Buy |
15,268
+936
| +7% | +$199K | 0.04% | 204 |
|
2022
Q3 | $3.07M | Buy |
14,332
+1,001
| +8% | +$214K | 0.04% | 178 |
|
2022
Q2 | $2.97M | Sell |
13,331
-621
| -4% | -$138K | 0.04% | 163 |
|
2022
Q1 | $4.01M | Buy |
13,952
+724
| +5% | +$208K | 0.04% | 153 |
|
2021
Q4 | $4.24M | Buy |
13,228
+291
| +2% | +$93.4K | 0.05% | 160 |
|
2021
Q3 | $3.75M | Buy |
12,937
+6
| +0% | +$1.74K | 0.05% | 163 |
|
2021
Q2 | $3.71M | Buy |
12,931
+2,319
| +22% | +$665K | 0.05% | 161 |
|
2021
Q1 | $2.73M | Buy |
10,612
+1,438
| +16% | +$370K | 0.05% | 169 |
|
2020
Q4 | $2.32M | Buy |
9,174
+862
| +10% | +$218K | 0.05% | 178 |
|
2020
Q3 | $1.89M | Buy |
8,312
+2,890
| +53% | +$658K | 0.05% | 158 |
|
2020
Q2 | $1.1M | Sell |
5,422
-614
| -10% | -$124K | 0.03% | 205 |
|
2020
Q1 | $946K | Sell |
6,036
-2,484
| -29% | -$389K | 0.04% | 207 |
|
2019
Q4 | $1.55M | Buy |
8,520
+5,008
| +143% | +$912K | 0.06% | 165 |
|
2019
Q3 | $584K | Buy |
3,512
+446
| +15% | +$74.2K | 0.03% | 264 |
|
2019
Q2 | $502K | Buy |
3,066
+1,092
| +55% | +$179K | 0.03% | 272 |
|
2019
Q1 | $309K | Buy |
1,974
+316
| +19% | +$49.5K | 0.02% | 348 |
|
2018
Q4 | $222K | Buy |
+1,658
| New | +$222K | 0.02% | 351 |
|