OneDigital Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
233,383
+450
| +0.2% | +$35.4K | 0.2% | 102 |
|
|
2025
Q1 | $18.2M | Buy |
232,933
+9,512
| +4% | +$745K | 0.22% | 96 |
|
|
2024
Q4 | $17.3M | Sell |
223,421
-491
| -0.2% | -$37.9K | 0.2% | 95 |
|
|
2024
Q3 | $17.6M | Sell |
223,912
-21,767
| -9% | -$1.71M | 0.2% | 98 |
|
|
2024
Q2 | $18.8M | Buy |
245,679
+11,927
| +5% | +$915K | 0.24% | 83 |
|
|
2024
Q1 | $17.9M | Buy |
233,752
+24,130
| +12% | +$1.85M | 0.28% | 76 |
|
|
2023
Q4 | $16.1M | Buy |
209,622
+169,469
| +422% | +$13.1M | 0.28% | 77 |
|
|
2023
Q3 | $3.02M | Buy |
40,153
+5,949
| +17% | +$447K | 0.07% | 213 |
|
|
2023
Q2 | $2.58M | Buy |
34,204
+82
| +0.2% | +$6.2K | 0.06% | 230 |
|
|
2023
Q1 | $2.61M | Buy |
34,122
+19,297
| +130% | +$1.48M | 0.06% | 234 |
|
|
2022
Q4 | $1.12M | Buy |
14,825
+9
| +0.1% | +$678 | 0.03% | 331 |
|
|
2022
Q3 | $1.11M | Sell |
14,816
-8,826
| -37% | -$661K | 0.04% | 267 |
|
|
2022
Q2 | $1.82M | Buy |
23,642
+15,926
| +206% | +$1.22M | 0.08% | 166 |
|
|
2022
Q1 | $601K | Buy |
7,716
+294
| +4% | +$22.9K | 0.02% | 387 |
|
|
2021
Q4 | $600K | Sell |
7,422
-2,598
| -26% | -$210K | 0.02% | 380 |
|
|
2021
Q3 | $821K | Buy |
10,020
+670
| +7% | +$54.9K | 0.03% | 305 |
|
|
2021
Q2 | $768K | Buy |
9,350
+2,023
| +28% | +$166K | 0.03% | 302 |
|
|
2021
Q1 | $602K | Sell |
7,327
-387
| -5% | -$31.8K | 0.03% | 337 |
|
|
2020
Q4 | $640K | Sell |
7,714
-220
| -3% | -$18.3K | 0.03% | 299 |
|
|
2020
Q3 | $659K | Sell |
7,934
-47,645
| -86% | -$3.96M | 0.05% | 251 |
|
|
2020
Q2 | $4.62M | Hold |
55,579
| – | – | 0.33% | 66 |
|
|
2020
Q1 | $4.57M | Sell |
55,579
-461
| -0.8% | -$37.9K | 0.4% | 55 |
|
|
2019
Q4 | $4.52M | Hold |
56,040
| – | – | 0.36% | 63 |
|
|
2019
Q3 | $4.53M | Buy |
56,040
+50,238
| +866% | +$4.06M | 0.41% | 55 |
|
|
2019
Q2 | $467K | Buy |
+5,802
| New | +$467K | 0.04% | 268 |
|
|
2018
Q4 | – | Sell |
-990
| Closed | -$77K | – | 1124 |
|
|
2018
Q3 | $77K | Sell |
990
-200
| -17% | -$15.6K | 0.02% | 316 |
|
|
2018
Q2 | $93K | Sell |
1,190
-255
| -18% | -$19.9K | 0.02% | 353 |
|
|
2018
Q1 | $113K | Sell |
1,445
-558
| -28% | -$43.6K | 0.02% | 316 |
|
|
2017
Q4 | $158K | Sell |
2,003
-4,822
| -71% | -$380K | 0.02% | 256 |
|
|
2017
Q3 | $545K | Sell |
6,825
-2,185
| -24% | -$174K | 0.2% | 74 |
|
|
2017
Q2 | $720K | Buy |
+9,010
| New | +$720K | 0.21% | 80 |
|