OIA
OneDigital Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
171,975
+2,183
| +1% | +$174K | 0.15% | 128 |
|
|
2025
Q1 | $13.4M | Buy |
169,792
+9,391
| +6% | +$741K | 0.16% | 125 |
|
|
2024
Q4 | $12.5M | Buy |
160,401
+5,363
| +3% | +$418K | 0.15% | 134 |
|
|
2024
Q3 | $12.3M | Buy |
155,038
+18,622
| +14% | +$1.48M | 0.14% | 129 |
|
|
2024
Q2 | $10.5M | Buy |
136,416
+50,773
| +59% | +$3.92M | 0.13% | 132 |
|
|
2024
Q1 | $6.62M | Buy |
85,643
+10,626
| +14% | +$821K | 0.1% | 169 |
|
|
2023
Q4 | $5.8M | Sell |
75,017
-8,159
| -10% | -$631K | 0.1% | 167 |
|
|
2023
Q3 | $6.25M | Sell |
83,176
-3,772
| -4% | -$283K | 0.14% | 138 |
|
|
2023
Q2 | $6.58M | Buy |
86,948
+2,549
| +3% | +$193K | 0.15% | 123 |
|
|
2023
Q1 | $6.43M | Sell |
84,399
-17,216
| -17% | -$1.31M | 0.15% | 123 |
|
|
2022
Q4 | $7.64M | Buy |
101,615
+58,062
| +133% | +$4.37M | 0.22% | 89 |
|
|
2022
Q3 | $3.24M | Sell |
43,553
-2,342
| -5% | -$174K | 0.12% | 122 |
|
|
2022
Q2 | $3.5M | Buy |
45,895
+1
| +0% | +$76 | 0.15% | 95 |
|
|
2022
Q1 | $3.58M | Sell |
45,894
-692
| -1% | -$54K | 0.14% | 101 |
|
|
2021
Q4 | $3.79M | Buy |
46,586
+13,520
| +41% | +$1.1M | 0.13% | 100 |
|
|
2021
Q3 | $2.73M | Sell |
33,066
-2,364
| -7% | -$195K | 0.11% | 124 |
|
|
2021
Q2 | $2.93M | Buy |
35,430
+3,815
| +12% | +$316K | 0.12% | 112 |
|
|
2021
Q1 | $2.61M | Sell |
31,615
-575
| -2% | -$47.4K | 0.12% | 120 |
|
|
2020
Q4 | $2.67M | Sell |
32,190
-3,390
| -10% | -$281K | 0.14% | 108 |
|
|
2020
Q3 | $2.95M | Sell |
35,580
-93
| -0.3% | -$7.7K | 0.2% | 88 |
|
|
2020
Q2 | $2.96M | Buy |
35,673
+22
| +0.1% | +$1.82K | 0.21% | 92 |
|
|
2020
Q1 | $2.89M | Sell |
35,651
-15,701
| -31% | -$1.27M | 0.26% | 85 |
|
|
2019
Q4 | $4.16M | Sell |
51,352
-12,114
| -19% | -$982K | 0.33% | 67 |
|
|
2019
Q3 | $5.14M | Buy |
63,466
+57,077
| +893% | +$4.63M | 0.46% | 45 |
|
|
2019
Q2 | $515K | Sell |
6,389
-54,434
| -89% | -$4.39M | 0.04% | 245 |
|
|
2019
Q1 | $4.83M | Buy |
60,823
+1,533
| +3% | +$122K | 0.71% | 31 |
|
|
2018
Q4 | $4.62M | Buy |
+59,290
| New | +$4.62M | 0.78% | 25 |
|
|
2018
Q3 | – | Sell |
-58,424
| Closed | -$4.56M | – | 1251 |
|
|
2018
Q2 | $4.56M | Buy |
58,424
+122
| +0.2% | +$9.53K | 0.96% | 14 |
|
|
2018
Q1 | $4.57M | Sell |
58,302
-4,103
| -7% | -$322K | 1% | 16 |
|
|
2017
Q4 | $4.95M | Buy |
62,405
+60,599
| +3,355% | +$4.81M | 0.57% | 16 |
|
|
2017
Q3 | $145K | Sell |
1,806
-53,886
| -97% | -$4.33M | 0.05% | 175 |
|
|
2017
Q2 | $4.46M | Buy |
+55,692
| New | +$4.46M | 1.33% | 13 |
|