OneDigital Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
308,109
+5,193
| +2% | +$349K | 0.23% | 90 |
|
|
2025
Q1 | $18.4M | Buy |
302,916
+19,955
| +7% | +$1.21M | 0.22% | 95 |
|
|
2024
Q4 | $16.2M | Sell |
282,961
-80,888
| -22% | -$4.64M | 0.19% | 101 |
|
|
2024
Q3 | $22.9M | Buy |
363,849
+23,669
| +7% | +$1.49M | 0.26% | 74 |
|
|
2024
Q2 | $19.9M | Buy |
340,180
+13,986
| +4% | +$820K | 0.25% | 78 |
|
|
2024
Q1 | $19.1M | Buy |
326,194
+15,977
| +5% | +$937K | 0.3% | 72 |
|
|
2023
Q4 | $17.4M | Buy |
310,217
+12,872
| +4% | +$723K | 0.3% | 72 |
|
|
2023
Q3 | $15.4M | Sell |
297,345
-31,285
| -10% | -$1.62M | 0.33% | 66 |
|
|
2023
Q2 | $17.9M | Sell |
328,630
-34,719
| -10% | -$1.89M | 0.4% | 56 |
|
|
2023
Q1 | $19.4M | Buy |
363,349
+20,749
| +6% | +$1.11M | 0.46% | 52 |
|
|
2022
Q4 | $17.2M | Buy |
342,600
+166,394
| +94% | +$8.34M | 0.5% | 45 |
|
|
2022
Q3 | $7.82M | Sell |
176,206
-21,152
| -11% | -$938K | 0.29% | 56 |
|
|
2022
Q2 | $9.86M | Buy |
197,358
+103,438
| +110% | +$5.17M | 0.42% | 38 |
|
|
2022
Q1 | $5.41M | Buy |
93,920
+11,928
| +15% | +$687K | 0.2% | 70 |
|
|
2021
Q4 | $5.02M | Buy |
81,992
+1,949
| +2% | +$119K | 0.18% | 72 |
|
|
2021
Q3 | $4.88M | Sell |
80,043
-649
| -0.8% | -$39.6K | 0.19% | 76 |
|
|
2021
Q2 | $5.12M | Buy |
80,692
+32,658
| +68% | +$2.07M | 0.21% | 70 |
|
|
2021
Q1 | $2.92M | Buy |
48,034
+34,561
| +257% | +$2.1M | 0.14% | 103 |
|
|
2020
Q4 | $786K | Buy |
13,473
+5,745
| +74% | +$335K | 0.04% | 265 |
|
|
2020
Q3 | $390K | Buy |
7,728
+1,728
| +29% | +$87.2K | 0.03% | 354 |
|
|
2020
Q2 | $286K | Buy |
6,000
+10
| +0.2% | +$477 | 0.02% | 444 |
|
|
2020
Q1 | $246K | Sell |
5,990
-582
| -9% | -$23.9K | 0.02% | 408 |
|
|
2019
Q4 | $353K | Buy |
6,572
+173
| +3% | +$9.29K | 0.03% | 369 |
|
|
2019
Q3 | $319K | Sell |
6,399
-1,567
| -20% | -$78.1K | 0.03% | 367 |
|
|
2019
Q2 | $406K | Buy |
7,966
+6,051
| +316% | +$308K | 0.03% | 282 |
|
|
2019
Q1 | $96K | Buy |
1,915
+7
| +0.4% | +$351 | 0.01% | 379 |
|
|
2018
Q4 | $87K | Sell |
1,908
-1,471
| -44% | -$67.1K | 0.01% | 361 |
|
|
2018
Q3 | $176K | Buy |
3,379
+401
| +13% | +$20.9K | 0.04% | 196 |
|
|
2018
Q2 | $154K | Buy |
2,978
+27
| +0.9% | +$1.4K | 0.03% | 258 |
|
|
2018
Q1 | $161K | Buy |
2,951
+1,005
| +52% | +$54.8K | 0.04% | 253 |
|
|
2017
Q4 | $106K | Buy |
1,946
+110
| +6% | +$5.99K | 0.01% | 323 |
|
|
2017
Q3 | $97K | Sell |
1,836
-84
| -4% | -$4.44K | 0.04% | 237 |
|
|
2017
Q2 | $96K | Buy |
+1,920
| New | +$96K | 0.03% | 323 |
|