OneDigital Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Sell |
42,447
-9,007
| -18% | -$2.44M | 0.11% | 162 |
|
|
2025
Q4 | $13.3M | Buy |
51,454
+3,044
| +6% | +$780K | 0.13% | 142 |
|
|
2025
Q3 | $12.3M | Buy |
48,410
+1,178
| +2% | +$292K | 0.13% | 149 |
|
|
2025
Q2 | $11.2M | Sell |
47,232
-59
| -0.1% | -$13.2K | 0.12% | 147 |
|
|
2025
Q1 | $10.5M | Sell |
47,291
-928
| -2% | -$222K | 0.12% | 145 |
|
|
2024
Q4 | $11.6M | Buy |
48,219
+947
| +2% | +$233K | 0.13% | 140 |
|
|
2024
Q3 | $11.2M | Sell |
47,272
-1,959
| -4% | -$445K | 0.13% | 139 |
|
|
2024
Q2 | $10.7M | Buy |
49,231
+11,146
| +29% | +$2.45M | 0.13% | 129 |
|
|
2024
Q1 | $8.71M | Buy |
38,085
+3,494
| +10% | +$752K | 0.14% | 141 |
|
|
2023
Q4 | $7.38M | Buy |
34,591
+337
| +1% | +$64.9K | 0.13% | 145 |
|
|
2023
Q3 | $6.48M | Sell |
34,254
-1,773
| -5% | -$353K | 0.14% | 135 |
|
|
2023
Q2 | $7.17M | Sell |
36,027
-1,652
| -4% | -$312K | 0.16% | 117 |
|
|
2023
Q1 | $7.14M | Buy |
37,679
+1,702
| +5% | +$330K | 0.17% | 112 |
|
|
2022
Q4 | $6.6M | Buy |
35,977
+16,753
| +87% | +$3.11M | 0.19% | 107 |
|
|
2022
Q3 | $3.29M | Buy |
19,224
+826
| +4% | +$156K | 0.12% | 120 |
|
|
2022
Q2 | $3.24M | Buy |
18,398
+51
| +0.3% | +$9.85K | 0.14% | 105 |
|
|
2022
Q1 | $3.9M | Buy |
18,347
+1,535
| +9% | +$323K | 0.15% | 96 |
|
|
2021
Q4 | $3.8M | Sell |
16,812
-27
| -0.2% | -$6.13K | 0.14% | 105 |
|
|
2021
Q3 | $3.68M | Sell |
16,839
-1,093
| -6% | -$243K | 0.15% | 92 |
|
|
2021
Q2 | $4.04M | Buy |
17,932
+503
| +3% | +$111K | 0.17% | 84 |
|
|
2021
Q1 | $3.73M | Buy |
17,429
+575
| +3% | +$121K | 0.18% | 83 |
|
|
2020
Q4 | $3.32M | Sell |
16,854
-313
| -2% | -$55.2K | 0.17% | 89 |
|
|
2020
Q3 | $2.65M | Sell |
17,167
-275
| -2% | -$42.2K | 0.18% | 94 |
|
|
2020
Q2 | $2.57M | Buy |
17,442
+3,051
| +21% | +$410K | 0.19% | 109 |
|
|
2020
Q1 | $1.71M | Buy |
14,391
+946
| +7% | +$142K | 0.15% | 134 |
|
|
2019
Q4 | $2.23M | Buy |
13,445
+295
| +2% | +$47K | 0.18% | 121 |
|
|
2019
Q3 | $2.02M | Buy |
13,150
+4,094
| +45% | +$635K | 0.18% | 111 |
|
|
2019
Q2 | $1.42M | Buy |
9,056
+5,874
| +185% | +$908K | 0.11% | 109 |
|
|
2019
Q1 | $501K | Sell |
3,182
-832
| -21% | -$124K | 0.07% | 174 |
|
|
2018
Q4 | $530K | Buy |
4,014
+529
| +15% | +$77K | 0.09% | 153 |
|
|
2018
Q3 | $566K | Sell |
3,485
-23
| -0.7% | -$3.72K | 0.13% | 98 |
|
|
2018
Q2 | $546K | Hold |
3,508
| – | – | 0.11% | 117 |
|
|
2018
Q1 | $515K | Buy |
3,508
+10
| +0.3% | +$1.49K | 0.11% | 120 |
|
|
2017
Q4 | $517K | Buy |
3,498
+3,472
| +13,354% | +$502K | 0.06% | 122 |
|
|
2017
Q3 | $4K | Sell |
26
-3,568
| -99% | -$486K | ﹤0.01% | 927 |
|
|
2017
Q2 | $487K | Buy |
+3,594
| New | +$482K | 0.15% | 109 |
|
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