OneDigital Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
3,824
+699
| +22% | +$464K | 0.03% | 372 |
|
|
2025
Q1 | $1.69M | Sell |
3,125
-1,970
| -39% | -$1.07M | 0.02% | 444 |
|
|
2024
Q4 | $3.17M | Buy |
5,095
+313
| +7% | +$195K | 0.04% | 324 |
|
|
2024
Q3 | $2.81M | Sell |
4,782
-66
| -1% | -$38.7K | 0.03% | 356 |
|
|
2024
Q2 | $2.8M | Buy |
4,848
+1,048
| +28% | +$604K | 0.03% | 342 |
|
|
2024
Q1 | $1.99M | Sell |
3,800
-233
| -6% | -$122K | 0.03% | 338 |
|
|
2023
Q4 | $1.95M | Buy |
4,033
+136
| +3% | +$65.8K | 0.03% | 319 |
|
|
2023
Q3 | $1.62M | Sell |
3,897
-49
| -1% | -$20.3K | 0.04% | 320 |
|
|
2023
Q2 | $1.74M | Sell |
3,946
-2
| -0.1% | -$884 | 0.04% | 301 |
|
|
2023
Q1 | $1.52M | Sell |
3,948
-285
| -7% | -$110K | 0.04% | 321 |
|
|
2022
Q4 | $1.35M | Sell |
4,233
-312
| -7% | -$99.7K | 0.04% | 302 |
|
|
2022
Q3 | $1.4M | Buy |
4,545
+92
| +2% | +$28.3K | 0.05% | 239 |
|
|
2022
Q2 | $1.45M | Sell |
4,453
-428
| -9% | -$140K | 0.06% | 205 |
|
|
2022
Q1 | $2.03M | Sell |
4,881
-1,327
| -21% | -$553K | 0.08% | 161 |
|
|
2021
Q4 | $2.84M | Buy |
6,208
+567
| +10% | +$260K | 0.1% | 122 |
|
|
2021
Q3 | $2.26M | Buy |
5,641
+1,102
| +24% | +$442K | 0.09% | 144 |
|
|
2021
Q2 | $1.81M | Sell |
4,539
-321
| -7% | -$128K | 0.07% | 171 |
|
|
2021
Q1 | $1.74M | Buy |
4,860
+319
| +7% | +$114K | 0.08% | 166 |
|
|
2020
Q4 | $1.61M | Sell |
4,541
-999
| -18% | -$354K | 0.08% | 166 |
|
|
2020
Q3 | $1.73M | Buy |
5,540
+427
| +8% | +$133K | 0.12% | 137 |
|
|
2020
Q2 | $1.43M | Buy |
5,113
+299
| +6% | +$83.3K | 0.1% | 168 |
|
|
2020
Q1 | $1.02M | Buy |
+4,814
| New | +$1.02M | 0.09% | 189 |
|
|
2019
Q4 | – | Sell |
-1,167
| Closed | -$252K | – | 573 |
|
|
2019
Q3 | $252K | Buy |
1,167
+60
| +5% | +$13K | 0.02% | 432 |
|
|
2019
Q2 | $234K | Buy |
1,107
+1,014
| +1,090% | +$214K | 0.02% | 378 |
|
|
2019
Q1 | $19K | Hold |
93
| – | – | ﹤0.01% | 752 |
|
|
2018
Q4 | $15K | Buy |
+93
| New | +$15K | ﹤0.01% | 768 |
|
|
2018
Q3 | – | Sell |
-600
| Closed | -$109K | – | 1255 |
|
|
2018
Q2 | $109K | Sell |
600
-19
| -3% | -$3.45K | 0.02% | 321 |
|
|
2018
Q1 | $106K | Buy |
619
+109
| +21% | +$18.7K | 0.02% | 330 |
|
|
2017
Q4 | $84K | Buy |
510
+101
| +25% | +$16.6K | 0.01% | 387 |
|
|
2017
Q3 | $62K | Hold |
409
| – | – | 0.02% | 334 |
|
|
2017
Q2 | $57K | Buy |
+409
| New | +$57K | 0.02% | 437 |
|