Ownership history in Lloyd Advisory Services, LLC. · 14 quarters on record
This page tracks every 13F SEC filing in which Lloyd Advisory Services, LLC. reported a position in VANGUARD INDEX FDS (VUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 3,661 | -50 | -1.3% | 0.69% | $1.8M | $487.86 |
| 2025 Q3 | ADDED | 3,711 | +20 | +0.5% | 0.84% | $1.8M | $479.12 |
| 2025 Q2 | REDUCED | 3,691 | -592 | -13.8% | 0.78% | $1.6M | $437.49 |
| 2024 Q2 | REDUCED | 4,283 | -2,966 | -40.9% | 0.75% | $1.6M | $371.40 |
| 2024 Q1 | REDUCED | 7,249 | -3,002 | -29.3% | 0.55% | $2.6M | $341.38 |
| 2022 Q1 | REDUCED | 10,251 | -667 | -6.1% | 1.37% | $2.9M | $281.48 |
| 2021 Q4 | ADDED | 10,918 | +9,601 | +729.0% | 1.62% | $3.5M | $313.74 |
| 2021 Q3 | ADDED | 1,317 | +1,037 | +370.4% | 0.20% | $382K | $283.28 |
| 2021 Q2 | ADDED | 280 | +263 | +1547.1% | 0.04% | $80K | $279.71 |
| 2021 Q1 | ADDED | 17 | +13 | +325.0% | 0.00% | $5K | $250.34 |
As of 2025 Q4 — sorted by position size