OneDigital Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $322K | Hold |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $636K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $555K | Sell |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $518K | Hold |
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|
2022
Q2 | $574K | Sell |
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|
2022
Q1 | $715K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Buy |
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