OIA
OneDigital Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Buy |
113,538
+3,010
| +3% | +$250K | 0.1% | 165 |
|
|
2025
Q1 | $9.04M | Buy |
110,528
+6,629
| +6% | +$542K | 0.11% | 166 |
|
|
2024
Q4 | $8.34M | Buy |
103,899
+1,712
| +2% | +$137K | 0.1% | 168 |
|
|
2024
Q3 | $8.56M | Buy |
102,187
+16,429
| +19% | +$1.38M | 0.1% | 172 |
|
|
2024
Q2 | $6.85M | Buy |
85,758
+40,906
| +91% | +$3.27M | 0.09% | 186 |
|
|
2024
Q1 | $3.61M | Buy |
44,852
+10,552
| +31% | +$850K | 0.06% | 230 |
|
|
2023
Q4 | $2.79M | Buy |
34,300
+1,316
| +4% | +$107K | 0.05% | 255 |
|
|
2023
Q3 | $2.51M | Buy |
32,984
+1,324
| +4% | +$101K | 0.05% | 237 |
|
|
2023
Q2 | $2.5M | Sell |
31,660
-277
| -0.9% | -$21.9K | 0.06% | 236 |
|
|
2023
Q1 | $2.56M | Sell |
31,937
-1,222
| -4% | -$98K | 0.06% | 238 |
|
|
2022
Q4 | $2.57M | Buy |
33,159
+20,914
| +171% | +$1.62M | 0.07% | 218 |
|
|
2022
Q3 | $927K | Sell |
12,245
-540
| -4% | -$40.9K | 0.03% | 312 |
|
|
2022
Q2 | $1.02M | Buy |
12,785
+3,331
| +35% | +$267K | 0.04% | 250 |
|
|
2022
Q1 | $813K | Buy |
9,454
+482
| +5% | +$41.5K | 0.03% | 318 |
|
|
2021
Q4 | $832K | Sell |
8,972
-1,375
| -13% | -$128K | 0.03% | 308 |
|
|
2021
Q3 | $977K | Buy |
10,347
+265
| +3% | +$25K | 0.04% | 271 |
|
|
2021
Q2 | $958K | Buy |
10,082
+5,834
| +137% | +$554K | 0.04% | 258 |
|
|
2021
Q1 | $395K | Buy |
4,248
+130
| +3% | +$12.1K | 0.02% | 430 |
|
|
2020
Q4 | $400K | Sell |
4,118
-424
| -9% | -$41.2K | 0.02% | 399 |
|
|
2020
Q3 | $435K | Sell |
4,542
-4,960
| -52% | -$475K | 0.03% | 328 |
|
|
2020
Q2 | $904K | Buy |
9,502
+152
| +2% | +$14.5K | 0.07% | 215 |
|
|
2020
Q1 | $814K | Sell |
9,350
-566
| -6% | -$49.3K | 0.07% | 216 |
|
|
2019
Q4 | $906K | Buy |
9,916
+410
| +4% | +$37.5K | 0.07% | 204 |
|
|
2019
Q3 | $867K | Sell |
9,506
-1,073
| -10% | -$97.9K | 0.08% | 185 |
|
|
2019
Q2 | $950K | Buy |
10,579
+4,982
| +89% | +$447K | 0.07% | 160 |
|
|
2019
Q1 | $486K | Buy |
5,597
+1,316
| +31% | +$114K | 0.07% | 180 |
|
|
2018
Q4 | $355K | Buy |
+4,281
| New | +$355K | 0.06% | 198 |
|
|
2018
Q3 | – | Sell |
-8,130
| Closed | -$679K | – | 1250 |
|
|
2018
Q2 | $679K | Sell |
8,130
-3,946
| -33% | -$330K | 0.14% | 93 |
|
|
2018
Q1 | $1.03M | Sell |
12,076
-4,566
| -27% | -$388K | 0.23% | 74 |
|
|
2017
Q4 | $1.45M | Buy |
16,642
+6,550
| +65% | +$572K | 0.17% | 55 |
|
|
2017
Q3 | $888K | Sell |
10,092
-192
| -2% | -$16.9K | 0.33% | 40 |
|
|
2017
Q2 | $900K | Buy |
+10,284
| New | +$900K | 0.27% | 67 |
|