OneDigital Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
33,166
-2,432
| -7% | -$188K | 0.03% | 369 |
|
|
2025
Q1 | $2.73M | Sell |
35,598
-8,534
| -19% | -$653K | 0.03% | 331 |
|
|
2024
Q4 | $3.3M | Sell |
44,132
-84,159
| -66% | -$6.29M | 0.04% | 315 |
|
|
2024
Q3 | $10.1M | Sell |
128,291
-3,160
| -2% | -$248K | 0.11% | 153 |
|
|
2024
Q2 | $9.84M | Buy |
131,451
+126,883
| +2,778% | +$9.5M | 0.12% | 144 |
|
|
2024
Q1 | $344K | Sell |
4,568
-350
| -7% | -$26.4K | 0.01% | 867 |
|
|
2023
Q4 | $376K | Sell |
4,918
-4,842
| -50% | -$370K | 0.01% | 833 |
|
|
2023
Q3 | $706K | Sell |
9,760
-1,476
| -13% | -$107K | 0.02% | 530 |
|
|
2023
Q2 | $845K | Hold |
11,236
| – | – | 0.02% | 452 |
|
|
2023
Q1 | $862K | Sell |
11,236
-288
| -2% | -$22.1K | 0.02% | 431 |
|
|
2022
Q4 | $856K | Buy |
+11,524
| New | +$856K | 0.02% | 390 |
|
|
2021
Q4 | – | Sell |
-6,537
| Closed | -$585K | – | 770 |
|
|
2021
Q3 | $585K | Sell |
6,537
-3,125
| -32% | -$280K | 0.02% | 380 |
|
|
2021
Q2 | $869K | Sell |
9,662
-4,901
| -34% | -$441K | 0.04% | 281 |
|
|
2021
Q1 | $1.29M | Hold |
14,563
| – | – | 0.06% | 208 |
|
|
2020
Q4 | $1.35M | Buy |
14,563
+7,563
| +108% | +$702K | 0.07% | 193 |
|
|
2020
Q3 | $654K | Hold |
7,000
| – | – | 0.05% | 256 |
|
|
2020
Q2 | $652K | Hold |
7,000
| – | – | 0.05% | 259 |
|
|
2020
Q1 | $625K | Sell |
7,000
-35
| -0.5% | -$3.13K | 0.06% | 247 |
|
|
2019
Q4 | $614K | Hold |
7,035
| – | – | 0.05% | 264 |
|
|
2019
Q3 | $619K | Buy |
+7,035
| New | +$619K | 0.06% | 231 |
|
|
2018
Q4 | – | Sell |
-78
| Closed | -$6K | – | 1119 |
|
|
2018
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 900 |
|
|
2018
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 1135 |
|
|
2018
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q4 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 1029 |
|
|
2017
Q3 | – | Sell |
-78
| Closed | -$7K | – | 1050 |
|
|
2017
Q2 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 1000 |
|