Lido Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
4,701
-14,852
| -76% | -$4.25M | 0.01% | 659 |
|
|
2025
Q1 | $5.03M | Buy |
19,553
+3,335
| +21% | +$857K | 0.02% | 324 |
|
|
2024
Q4 | $4.37M | Buy |
16,218
+209
| +1% | +$56.4K | 0.02% | 332 |
|
|
2024
Q3 | $4.22M | Buy |
16,009
+4,195
| +36% | +$1.1M | 0.02% | 314 |
|
|
2024
Q2 | $2.96M | Buy |
11,814
+809
| +7% | +$203K | 0.02% | 347 |
|
|
2024
Q1 | $2.64M | Buy |
+11,005
| New | +$2.64M | 0.02% | 355 |
|
|
2023
Q3 | – | Sell |
-1,180
| Closed | -$239K | – | 1128 |
|
|
2023
Q2 | $239K | Sell |
1,180
-5,660
| -83% | -$1.15M | ﹤0.01% | 927 |
|
|
2023
Q1 | $1.28M | Buy |
6,840
+1,815
| +36% | +$339K | 0.01% | 391 |
|
|
2022
Q4 | $875K | Buy |
5,025
+2,639
| +111% | +$460K | 0.01% | 394 |
|
|
2022
Q3 | $390K | Buy |
2,386
+41
| +2% | +$6.7K | ﹤0.01% | 557 |
|
|
2022
Q2 | $404K | Hold |
2,345
| – | – | 0.01% | 532 |
|
|
2022
Q1 | $488K | Buy |
2,345
+509
| +28% | +$106K | 0.01% | 541 |
|
|
2021
Q4 | $405K | Hold |
1,836
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $368K | Hold |
1,836
| – | – | 0.01% | 597 |
|
|
2021
Q2 | $369K | Sell |
1,836
-4,267
| -70% | -$858K | 0.01% | 546 |
|
|
2021
Q1 | $1.13M | Hold |
6,103
| – | – | 0.02% | 280 |
|
|
2020
Q4 | $1.07M | Buy |
6,103
+551
| +10% | +$96.8K | 0.02% | 272 |
|
|
2020
Q3 | $869K | Buy |
5,552
+2,000
| +56% | +$313K | 0.02% | 255 |
|
|
2020
Q2 | $508K | Hold |
3,552
| – | – | 0.02% | 308 |
|
|
2020
Q1 | $421K | Sell |
3,552
-155
| -4% | -$18.4K | 0.02% | 316 |
|
|
2019
Q4 | $548K | Sell |
3,707
-471
| -11% | -$69.6K | 0.02% | 324 |
|
|
2019
Q3 | $570K | Hold |
4,178
| – | – | 0.03% | 268 |
|
|
2019
Q2 | $565K | Hold |
4,178
| – | – | 0.03% | 251 |
|
|
2019
Q1 | $545K | Sell |
4,178
-80
| -2% | -$10.4K | 0.04% | 249 |
|
|
2018
Q4 | $489K | Sell |
4,258
-515
| -11% | -$59.1K | 0.05% | 215 |
|
|
2018
Q3 | $640K | Buy |
+4,773
| New | +$640K | 0.06% | 178 |
|
|
2017
Q1 | – | Sell |
-18,785
| Closed | -$1.92M | – | 278 |
|
|
2016
Q4 | $1.92M | Buy |
+18,785
| New | +$1.92M | 0.47% | 21 |
|