OneDigital Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.4M | Buy |
234,384
+34,179
| +17% | +$1.95M | 0.15% | 130 |
|
2025
Q1 | $10.2M | Buy |
200,205
+2,027
| +1% | +$103K | 0.12% | 149 |
|
2024
Q4 | $9.48M | Buy |
198,178
+6,067
| +3% | +$290K | 0.11% | 155 |
|
2024
Q3 | $10.1M | Buy |
192,111
+4,959
| +3% | +$262K | 0.12% | 148 |
|
2024
Q2 | $9.25M | Sell |
187,152
-59,104
| -24% | -$2.92M | 0.12% | 155 |
|
2024
Q1 | $12.4M | Sell |
246,256
-55,767
| -18% | -$2.8M | 0.19% | 107 |
|
2023
Q4 | $14.5M | Buy |
302,023
+115,369
| +62% | +$5.53M | 0.25% | 88 |
|
2023
Q3 | $8.16M | Buy |
186,654
+87,745
| +89% | +$3.84M | 0.18% | 112 |
|
2023
Q2 | $4.57M | Sell |
98,909
-6,279
| -6% | -$290K | 0.1% | 162 |
|
2023
Q1 | $4.75M | Sell |
105,188
-670
| -0.6% | -$30.3K | 0.11% | 149 |
|
2022
Q4 | $4.44M | Buy |
105,858
+73,823
| +230% | +$3.1M | 0.13% | 140 |
|
2022
Q3 | $1.17M | Sell |
32,035
-84,369
| -72% | -$3.07M | 0.04% | 261 |
|
2022
Q2 | $4.75M | Buy |
116,404
+77,758
| +201% | +$3.17M | 0.2% | 74 |
|
2022
Q1 | $1.86M | Sell |
38,646
-3,579
| -8% | -$172K | 0.07% | 174 |
|
2021
Q4 | $2.16M | Buy |
42,225
+1,063
| +3% | +$54.3K | 0.08% | 152 |
|
2021
Q3 | $2.08M | Sell |
41,162
-5,286
| -11% | -$267K | 0.08% | 156 |
|
2021
Q2 | $2.39M | Buy |
46,448
+12,056
| +35% | +$621K | 0.1% | 135 |
|
2021
Q1 | $1.69M | Buy |
34,392
+1,750
| +5% | +$85.9K | 0.08% | 169 |
|
2020
Q4 | $1.56M | Buy |
32,642
+193
| +0.6% | +$9.21K | 0.08% | 172 |
|
2020
Q3 | $1.33M | Sell |
32,449
-836
| -3% | -$34.2K | 0.09% | 169 |
|
2020
Q2 | $1.31M | Sell |
33,285
-1,835
| -5% | -$72.4K | 0.09% | 177 |
|
2020
Q1 | $1.19M | Buy |
35,120
+3,152
| +10% | +$107K | 0.11% | 174 |
|
2019
Q4 | $1.41M | Buy |
31,968
+361
| +1% | +$15.9K | 0.11% | 155 |
|
2019
Q3 | $1.3M | Buy |
31,607
+11,156
| +55% | +$458K | 0.12% | 150 |
|
2019
Q2 | $853K | Buy |
20,451
+8,308
| +68% | +$347K | 0.07% | 174 |
|
2019
Q1 | $509K | Sell |
12,143
-10,210
| -46% | -$428K | 0.07% | 170 |
|
2018
Q4 | $830K | Buy |
22,353
+472
| +2% | +$17.5K | 0.14% | 116 |
|
2018
Q3 | $946K | Hold |
21,881
| – | – | 0.22% | 64 |
|
2018
Q2 | $938K | Buy |
21,881
+8
| +0% | +$343 | 0.2% | 76 |
|
2018
Q1 | $968K | Buy |
21,873
+68
| +0.3% | +$3.01K | 0.21% | 79 |
|
2017
Q4 | $978K | Buy |
21,805
+21,413
| +5,463% | +$960K | 0.11% | 75 |
|
2017
Q3 | $17K | Sell |
392
-21,650
| -98% | -$939K | 0.01% | 701 |
|
2017
Q2 | $911K | Buy |
+22,042
| New | +$911K | 0.27% | 65 |
|