Lido Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Sell |
229,488
-7,358
| -3% | -$981K | 0.12% | 96 |
|
|
2025
Q1 | $30.5M | Buy |
236,846
+16,225
| +7% | +$2.09M | 0.14% | 84 |
|
|
2024
Q4 | $28.1M | Buy |
220,621
+25,193
| +13% | +$3.21M | 0.13% | 89 |
|
|
2024
Q3 | $25.1M | Sell |
195,428
-654
| -0.3% | -$83.8K | 0.12% | 78 |
|
|
2024
Q2 | $23.3M | Sell |
196,082
-8,605
| -4% | -$1.02M | 0.13% | 78 |
|
|
2024
Q1 | $24.8M | Sell |
204,687
-5,627
| -3% | -$681K | 0.15% | 66 |
|
|
2023
Q4 | $23.5M | Sell |
210,314
-38,997
| -16% | -$4.35M | 0.16% | 58 |
|
|
2023
Q3 | $25.8M | Sell |
249,311
-22,539
| -8% | -$2.33M | 0.2% | 50 |
|
|
2023
Q2 | $28.8M | Sell |
271,850
-17,254
| -6% | -$1.83M | 0.21% | 50 |
|
|
2023
Q1 | $30.5M | Buy |
289,104
+63,212
| +28% | +$6.67M | 0.3% | 38 |
|
|
2022
Q4 | $24.4M | Buy |
225,892
+4,285
| +2% | +$464K | 0.3% | 38 |
|
|
2022
Q3 | $21M | Buy |
221,607
+27,276
| +14% | +$2.59M | 0.26% | 39 |
|
|
2022
Q2 | $19.8M | Sell |
194,331
-2,293
| -1% | -$233K | 0.26% | 40 |
|
|
2022
Q1 | $22.1M | Buy |
196,624
+20,685
| +12% | +$2.32M | 0.25% | 39 |
|
|
2021
Q4 | $19.7M | Buy |
175,939
+29,808
| +20% | +$3.34M | 0.21% | 43 |
|
|
2021
Q3 | $15.1M | Buy |
146,131
+11,079
| +8% | +$1.14M | 0.21% | 54 |
|
|
2021
Q2 | $14.1M | Buy |
135,052
+22,701
| +20% | +$2.38M | 0.2% | 54 |
|
|
2021
Q1 | $11.4M | Buy |
112,351
+48,990
| +77% | +$4.95M | 0.2% | 59 |
|
|
2020
Q4 | $5.8M | Sell |
63,361
-11,428
| -15% | -$1.05M | 0.12% | 100 |
|
|
2020
Q3 | $6.05M | Buy |
74,789
+3,491
| +5% | +$283K | 0.15% | 78 |
|
|
2020
Q2 | $5.62M | Buy |
71,298
+4,077
| +6% | +$321K | 0.17% | 70 |
|
|
2020
Q1 | $4.76M | Buy |
67,221
+7,378
| +12% | +$522K | 0.2% | 64 |
|
|
2019
Q4 | $5.61M | Buy |
59,843
+44,842
| +299% | +$4.2M | 0.22% | 64 |
|
|
2019
Q3 | $1.33M | Buy |
15,001
+1,242
| +9% | +$110K | 0.07% | 149 |
|
|
2019
Q2 | $1.2M | Sell |
13,759
-240
| -2% | -$21K | 0.07% | 140 |
|
|
2019
Q1 | $1.2M | Buy |
13,999
+4,325
| +45% | +$370K | 0.08% | 139 |
|
|
2018
Q4 | $754K | Sell |
9,674
-127
| -1% | -$9.9K | 0.07% | 150 |
|
|
2018
Q3 | $860K | Buy |
9,801
+289
| +3% | +$25.4K | 0.08% | 137 |
|
|
2018
Q2 | $789K | Buy |
9,512
+1,390
| +17% | +$115K | 0.09% | 132 |
|
|
2018
Q1 | $669K | Buy |
8,122
+942
| +13% | +$77.6K | 0.09% | 139 |
|
|
2017
Q4 | $614K | Buy |
7,180
+8
| +0.1% | +$684 | 0.09% | 120 |
|
|
2017
Q3 | $591K | Sell |
7,172
-780
| -10% | -$64.3K | 0.09% | 122 |
|
|
2017
Q2 | $622K | Hold |
7,952
| – | – | 0.13% | 99 |
|
|
2017
Q1 | $618K | Hold |
7,952
| – | – | 0.17% | 90 |
|
|
2016
Q4 | $603K | Sell |
7,952
-26
| -0.3% | -$1.97K | 0.15% | 76 |
|
|
2016
Q3 | $576K | Buy |
7,978
+1,070
| +15% | +$77.3K | 0.18% | 57 |
|
|
2016
Q2 | $494K | Hold |
6,908
| – | – | 0.15% | 63 |
|
|
2016
Q1 | $477K | Buy |
+6,908
| New | +$477K | 0.16% | 62 |
|