OneDigital Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.61M | Buy |
146,552
+5,060
| +4% | +$297K | 0.1% | 174 |
|
|
2025
Q1 | $8.3M | Buy |
141,492
+19,283
| +16% | +$1.13M | 0.1% | 172 |
|
|
2024
Q4 | $7.11M | Sell |
122,209
-1,275
| -1% | -$74.2K | 0.08% | 192 |
|
|
2024
Q3 | $7.29M | Buy |
123,484
+24,766
| +25% | +$1.46M | 0.08% | 188 |
|
|
2024
Q2 | $5.72M | Buy |
98,718
+40,583
| +70% | +$2.35M | 0.07% | 211 |
|
|
2024
Q1 | $3.38M | Buy |
58,135
+24,298
| +72% | +$1.41M | 0.05% | 240 |
|
|
2023
Q4 | $1.97M | Buy |
33,837
+17,357
| +105% | +$1.01M | 0.03% | 318 |
|
|
2023
Q3 | $949K | Sell |
16,480
-4,269
| -21% | -$246K | 0.02% | 438 |
|
|
2023
Q2 | $1.2M | Sell |
20,749
-8,221
| -28% | -$475K | 0.03% | 377 |
|
|
2023
Q1 | $1.7M | Buy |
28,970
+13,208
| +84% | +$773K | 0.04% | 298 |
|
|
2022
Q4 | $911K | Buy |
15,762
+200
| +1% | +$11.6K | 0.03% | 371 |
|
|
2022
Q3 | $899K | Sell |
15,562
-1,812
| -10% | -$105K | 0.03% | 317 |
|
|
2022
Q2 | $1.02M | Sell |
17,374
-20,909
| -55% | -$1.23M | 0.04% | 251 |
|
|
2022
Q1 | $2.27M | Sell |
38,283
-1,620
| -4% | -$96K | 0.09% | 153 |
|
|
2021
Q4 | $2.43M | Buy |
39,903
+21,479
| +117% | +$1.31M | 0.09% | 144 |
|
|
2021
Q3 | $1.13M | Sell |
18,424
-5,848
| -24% | -$359K | 0.04% | 238 |
|
|
2021
Q2 | $1.49M | Sell |
24,272
-2,091
| -8% | -$128K | 0.06% | 199 |
|
|
2021
Q1 | $1.62M | Sell |
26,363
-1,210
| -4% | -$74.4K | 0.08% | 180 |
|
|
2020
Q4 | $1.7M | Buy |
27,573
+20,093
| +269% | +$1.24M | 0.09% | 158 |
|
|
2020
Q3 | $464K | Buy |
7,480
+13
| +0.2% | +$806 | 0.03% | 322 |
|
|
2020
Q2 | $464K | Buy |
+7,467
| New | +$464K | 0.03% | 323 |
|
|
2018
Q1 | – | Sell |
-820
| Closed | -$49K | – | 1382 |
|
|
2017
Q4 | $49K | Buy |
+820
| New | +$49K | 0.01% | 524 |
|