OneDigital Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Sell |
370,384
-7,730
| -2% | -$569K | 0.3% | 69 |
|
|
2025
Q1 | $27.8M | Buy |
378,114
+21,661
| +6% | +$1.59M | 0.33% | 61 |
|
|
2024
Q4 | $25.6M | Buy |
356,453
+2
| +0% | +$144 | 0.3% | 65 |
|
|
2024
Q3 | $26.8M | Sell |
356,451
-32,042
| -8% | -$2.41M | 0.31% | 63 |
|
|
2024
Q2 | $28M | Buy |
388,493
+20,208
| +5% | +$1.46M | 0.35% | 58 |
|
|
2024
Q1 | $26.7M | Sell |
368,285
-3,737
| -1% | -$271K | 0.42% | 54 |
|
|
2023
Q4 | $27.4M | Buy |
372,022
+137,538
| +59% | +$10.1M | 0.48% | 45 |
|
|
2023
Q3 | $16.4M | Buy |
234,484
+2,485
| +1% | +$173K | 0.35% | 62 |
|
|
2023
Q2 | $16.9M | Buy |
231,999
+59,488
| +34% | +$4.32M | 0.37% | 59 |
|
|
2023
Q1 | $12.7M | Buy |
172,511
+5,151
| +3% | +$380K | 0.3% | 70 |
|
|
2022
Q4 | $12M | Buy |
167,360
+13,961
| +9% | +$1M | 0.35% | 66 |
|
|
2022
Q3 | $10.9M | Sell |
153,399
-2,237
| -1% | -$160K | 0.41% | 46 |
|
|
2022
Q2 | $11.7M | Buy |
155,636
+14,279
| +10% | +$1.07M | 0.5% | 31 |
|
|
2022
Q1 | $11.2M | Buy |
141,357
+28,620
| +25% | +$2.28M | 0.42% | 39 |
|
|
2021
Q4 | $9.55M | Sell |
112,737
-6,001
| -5% | -$509K | 0.34% | 46 |
|
|
2021
Q3 | $10.1M | Buy |
118,738
+10,104
| +9% | +$863K | 0.4% | 41 |
|
|
2021
Q2 | $9.33M | Buy |
108,634
+77,951
| +254% | +$6.7M | 0.38% | 43 |
|
|
2021
Q1 | $2.6M | Buy |
30,683
+5,016
| +20% | +$425K | 0.12% | 121 |
|
|
2020
Q4 | $2.26M | Buy |
25,667
+7,925
| +45% | +$699K | 0.12% | 125 |
|
|
2020
Q3 | $1.57M | Sell |
17,742
-923
| -5% | -$81.4K | 0.11% | 149 |
|
|
2020
Q2 | $1.65M | Sell |
18,665
-109
| -0.6% | -$9.63K | 0.12% | 157 |
|
|
2020
Q1 | $1.6M | Sell |
18,774
-2,526
| -12% | -$216K | 0.14% | 143 |
|
|
2019
Q4 | $1.79M | Buy |
21,300
+1,574
| +8% | +$132K | 0.14% | 135 |
|
|
2019
Q3 | $1.67M | Sell |
19,726
-3,088
| -14% | -$261K | 0.15% | 126 |
|
|
2019
Q2 | $1.9M | Buy |
22,814
+16,608
| +268% | +$1.38M | 0.15% | 94 |
|
|
2019
Q1 | $504K | Buy |
6,206
+992
| +19% | +$80.6K | 0.07% | 172 |
|
|
2018
Q4 | $413K | Sell |
5,214
-704
| -12% | -$55.8K | 0.07% | 182 |
|
|
2018
Q3 | $466K | Sell |
5,918
-363
| -6% | -$28.6K | 0.11% | 115 |
|
|
2018
Q2 | $497K | Sell |
6,281
-2,242
| -26% | -$177K | 0.1% | 124 |
|
|
2018
Q1 | $681K | Sell |
8,523
-74
| -0.9% | -$5.91K | 0.15% | 97 |
|
|
2017
Q4 | $701K | Buy |
8,597
+1,130
| +15% | +$92.1K | 0.08% | 104 |
|
|
2017
Q3 | $612K | Sell |
7,467
-181
| -2% | -$14.8K | 0.22% | 64 |
|
|
2017
Q2 | $626K | Buy |
+7,648
| New | +$626K | 0.19% | 90 |
|