OneDigital Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.74M Sell
45,750
-12,011
-21% -$718K 0.03% 347
2025
Q1
$3.43M Buy
57,761
+5,489
+11% +$326K 0.04% 294
2024
Q4
$3.03M Buy
52,272
+3,101
+6% +$180K 0.04% 331
2024
Q3
$2.97M Buy
49,171
+7,538
+18% +$455K 0.03% 346
2024
Q2
$2.42M Sell
41,633
-45,987
-52% -$2.68M 0.03% 374
2024
Q1
$5.13M Buy
87,620
+11,635
+15% +$681K 0.08% 196
2023
Q4
$4.51M Buy
75,985
+28,162
+59% +$1.67M 0.08% 200
2023
Q3
$2.73M Sell
47,823
-30,543
-39% -$1.75M 0.06% 223
2023
Q2
$4.6M Buy
78,366
+6,298
+9% +$369K 0.1% 160
2023
Q1
$4.32M Buy
+72,068
New +$4.32M 0.1% 157