OIA
OneDigital Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
47,232
-59
| -0.1% | -$14K | 0.12% | 147 |
|
|
2025
Q1 | $10.5M | Sell |
47,291
-928
| -2% | -$206K | 0.12% | 145 |
|
|
2024
Q4 | $11.6M | Buy |
48,219
+947
| +2% | +$228K | 0.13% | 140 |
|
|
2024
Q3 | $11.2M | Sell |
47,272
-1,959
| -4% | -$465K | 0.13% | 139 |
|
|
2024
Q2 | $10.7M | Buy |
49,231
+11,146
| +29% | +$2.43M | 0.13% | 129 |
|
|
2024
Q1 | $8.71M | Buy |
38,085
+3,494
| +10% | +$799K | 0.14% | 141 |
|
|
2023
Q4 | $7.38M | Buy |
34,591
+337
| +1% | +$71.9K | 0.13% | 145 |
|
|
2023
Q3 | $6.48M | Sell |
34,254
-1,773
| -5% | -$335K | 0.14% | 135 |
|
|
2023
Q2 | $7.17M | Sell |
36,027
-1,652
| -4% | -$329K | 0.16% | 117 |
|
|
2023
Q1 | $7.14M | Buy |
37,679
+1,702
| +5% | +$323K | 0.17% | 112 |
|
|
2022
Q4 | $6.6M | Buy |
35,977
+16,753
| +87% | +$3.07M | 0.19% | 107 |
|
|
2022
Q3 | $3.29M | Buy |
19,224
+826
| +4% | +$141K | 0.12% | 120 |
|
|
2022
Q2 | $3.24M | Buy |
18,398
+51
| +0.3% | +$8.98K | 0.14% | 105 |
|
|
2022
Q1 | $3.9M | Buy |
18,347
+1,535
| +9% | +$326K | 0.15% | 96 |
|
|
2021
Q4 | $3.8M | Sell |
16,812
-27
| -0.2% | -$6.1K | 0.13% | 98 |
|
|
2021
Q3 | $3.68M | Sell |
16,839
-1,093
| -6% | -$239K | 0.15% | 92 |
|
|
2021
Q2 | $4.04M | Buy |
17,932
+503
| +3% | +$113K | 0.17% | 84 |
|
|
2021
Q1 | $3.73M | Buy |
17,429
+575
| +3% | +$123K | 0.17% | 83 |
|
|
2020
Q4 | $3.32M | Sell |
16,854
-313
| -2% | -$61.7K | 0.17% | 89 |
|
|
2020
Q3 | $2.65M | Sell |
17,167
-275
| -2% | -$42.5K | 0.18% | 94 |
|
|
2020
Q2 | $2.57M | Buy |
17,442
+3,051
| +21% | +$449K | 0.19% | 109 |
|
|
2020
Q1 | $1.71M | Buy |
14,391
+946
| +7% | +$112K | 0.15% | 134 |
|
|
2019
Q4 | $2.23M | Buy |
13,445
+295
| +2% | +$48.9K | 0.18% | 120 |
|
|
2019
Q3 | $2.02M | Buy |
13,150
+4,094
| +45% | +$630K | 0.18% | 111 |
|
|
2019
Q2 | $1.42M | Buy |
9,056
+5,874
| +185% | +$920K | 0.11% | 109 |
|
|
2019
Q1 | $501K | Sell |
3,182
-832
| -21% | -$131K | 0.07% | 174 |
|
|
2018
Q4 | $530K | Buy |
4,014
+529
| +15% | +$69.8K | 0.09% | 153 |
|
|
2018
Q3 | $566K | Sell |
3,485
-23
| -0.7% | -$3.74K | 0.13% | 98 |
|
|
2018
Q2 | $546K | Hold |
3,508
| – | – | 0.11% | 117 |
|
|
2018
Q1 | $515K | Buy |
3,508
+10
| +0.3% | +$1.47K | 0.11% | 120 |
|
|
2017
Q4 | $517K | Buy |
3,498
+3,472
| +13,354% | +$513K | 0.06% | 122 |
|
|
2017
Q3 | $4K | Sell |
26
-3,568
| -99% | -$549K | ﹤0.01% | 927 |
|
|
2017
Q2 | $487K | Buy |
+3,594
| New | +$487K | 0.15% | 109 |
|