OneDigital Investment Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
25,481
-1,555
| -6% | -$35.1K | 0.01% | 850 |
|
|
2025
Q1 | $608K | Sell |
27,036
-2,360
| -8% | -$53.1K | 0.01% | 785 |
|
|
2024
Q4 | $661K | Buy |
29,396
+3,432
| +13% | +$77.2K | 0.01% | 785 |
|
|
2024
Q3 | $590K | Buy |
25,964
+177
| +0.7% | +$4.02K | 0.01% | 873 |
|
|
2024
Q2 | $577K | Hold |
25,787
| – | – | 0.01% | 835 |
|
|
2024
Q1 | $578K | Hold |
25,787
| – | – | 0.01% | 689 |
|
|
2023
Q4 | $571K | Sell |
25,787
-9,373
| -27% | -$207K | 0.01% | 665 |
|
|
2023
Q3 | $760K | Buy |
35,160
+14
| +0% | +$303 | 0.02% | 504 |
|
|
2023
Q2 | $784K | Buy |
35,146
+459
| +1% | +$10.2K | 0.02% | 480 |
|
|
2023
Q1 | $773K | Sell |
34,687
-1,596
| -4% | -$35.6K | 0.02% | 463 |
|
|
2022
Q4 | $808K | Buy |
36,283
+5,766
| +19% | +$128K | 0.02% | 403 |
|
|
2022
Q3 | $664K | Buy |
30,517
+1,898
| +7% | +$41.3K | 0.02% | 387 |
|
|
2022
Q2 | $643K | Buy |
+28,619
| New | +$643K | 0.03% | 359 |
|