OneDigital Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
4,244
+100
| +2% | +$12.7K | 0.01% | 872 |
|
|
2025
Q1 | $495K | Sell |
4,144
-5,104
| -55% | -$610K | 0.01% | 856 |
|
|
2024
Q4 | $1.09M | Buy |
9,248
+1,801
| +24% | +$213K | 0.01% | 608 |
|
|
2024
Q3 | $818K | Buy |
7,447
+15
| +0.2% | +$1.65K | 0.01% | 734 |
|
|
2024
Q2 | $742K | Sell |
7,432
-1,599
| -18% | -$160K | 0.01% | 732 |
|
|
2024
Q1 | $925K | Sell |
9,031
-4,202
| -32% | -$430K | 0.01% | 533 |
|
|
2023
Q4 | $1.22M | Buy |
13,233
+2,277
| +21% | +$210K | 0.02% | 411 |
|
|
2023
Q3 | $880K | Buy |
10,956
+243
| +2% | +$19.5K | 0.02% | 456 |
|
|
2023
Q2 | $870K | Buy |
10,713
+1,004
| +10% | +$81.6K | 0.02% | 445 |
|
|
2023
Q1 | $756K | Sell |
9,709
-32
| -0.3% | -$2.49K | 0.02% | 475 |
|
|
2022
Q4 | $806K | Buy |
9,741
+753
| +8% | +$62.3K | 0.02% | 405 |
|
|
2022
Q3 | $669K | Buy |
8,988
+442
| +5% | +$32.9K | 0.02% | 385 |
|
|
2022
Q2 | $660K | Buy |
8,546
+1,613
| +23% | +$125K | 0.03% | 349 |
|
|
2022
Q1 | $648K | Buy |
6,933
+2,077
| +43% | +$194K | 0.02% | 369 |
|
|
2021
Q4 | $469K | Sell |
4,856
-553
| -10% | -$53.4K | 0.02% | 455 |
|
|
2021
Q3 | $501K | Buy |
5,409
+584
| +12% | +$54.1K | 0.02% | 410 |
|
|
2021
Q2 | $436K | Buy |
4,825
+962
| +25% | +$86.9K | 0.02% | 442 |
|
|
2021
Q1 | $326K | Buy |
+3,863
| New | +$326K | 0.02% | 488 |
|
|
2019
Q3 | – | Sell |
-76
| Closed | -$5K | – | 1090 |
|
|
2019
Q2 | $5K | Sell |
76
-41
| -35% | -$2.7K | ﹤0.01% | 1039 |
|
|
2019
Q1 | $8K | Hold |
117
| – | – | ﹤0.01% | 930 |
|
|
2018
Q4 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 922 |
|
|
2018
Q3 | – | Sell |
-117
| Closed | -$8K | – | 1254 |
|
|
2018
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 1097 |
|
|
2018
Q1 | $8K | Buy |
+117
| New | +$8K | ﹤0.01% | 1081 |
|