OneDigital Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
104,163
+2,682
| +3% | +$549K | 0.24% | 88 |
|
|
2025
Q1 | $19.7M | Sell |
101,481
-2,952
| -3% | -$573K | 0.23% | 88 |
|
|
2024
Q4 | $20.5M | Sell |
104,433
-3,979
| -4% | -$779K | 0.24% | 81 |
|
|
2024
Q3 | $21.5M | Buy |
108,412
+6,222
| +6% | +$1.23M | 0.25% | 81 |
|
|
2024
Q2 | $18.7M | Buy |
102,190
+11,975
| +13% | +$2.19M | 0.23% | 84 |
|
|
2024
Q1 | $16.5M | Sell |
90,215
-19,055
| -17% | -$3.48M | 0.26% | 83 |
|
|
2023
Q4 | $18.6M | Sell |
109,270
-10,196
| -9% | -$1.74M | 0.33% | 66 |
|
|
2023
Q3 | $18.6M | Sell |
119,466
-10,540
| -8% | -$1.64M | 0.4% | 57 |
|
|
2023
Q2 | $21.1M | Sell |
130,006
-14,445
| -10% | -$2.35M | 0.47% | 49 |
|
|
2023
Q1 | $22.2M | Buy |
144,451
+24,203
| +20% | +$3.73M | 0.52% | 47 |
|
|
2022
Q4 | $18.3M | Buy |
120,248
+28,148
| +31% | +$4.27M | 0.53% | 41 |
|
|
2022
Q3 | $12.4M | Buy |
92,100
+1,425
| +2% | +$193K | 0.46% | 44 |
|
|
2022
Q2 | $13M | Buy |
90,675
+63,205
| +230% | +$9.07M | 0.56% | 28 |
|
|
2022
Q1 | $4.45M | Buy |
27,470
+227
| +0.8% | +$36.8K | 0.17% | 86 |
|
|
2021
Q4 | $4.68M | Buy |
27,243
+1,396
| +5% | +$240K | 0.17% | 77 |
|
|
2021
Q3 | $3.97M | Sell |
25,847
-45
| -0.2% | -$6.91K | 0.16% | 88 |
|
|
2021
Q2 | $4.01M | Buy |
25,892
+64
| +0.2% | +$9.91K | 0.17% | 85 |
|
|
2021
Q1 | $3.8M | Sell |
25,828
-1,817
| -7% | -$267K | 0.18% | 82 |
|
|
2020
Q4 | $3.92M | Buy |
27,645
+413
| +2% | +$58.5K | 0.2% | 72 |
|
|
2020
Q3 | $3.5M | Sell |
27,232
-3,833
| -12% | -$493K | 0.24% | 77 |
|
|
2020
Q2 | $3.74M | Sell |
31,065
-94
| -0.3% | -$11.3K | 0.27% | 78 |
|
|
2020
Q1 | $3.32M | Buy |
31,159
+5,600
| +22% | +$597K | 0.29% | 74 |
|
|
2019
Q4 | $3.19M | Sell |
25,559
-7,103
| -22% | -$886K | 0.25% | 91 |
|
|
2019
Q3 | $3.91M | Buy |
32,662
+23,867
| +271% | +$2.85M | 0.35% | 66 |
|
|
2019
Q2 | $1.01M | Sell |
8,795
-24,372
| -73% | -$2.81M | 0.08% | 151 |
|
|
2019
Q1 | $3.68M | Buy |
33,167
+3,373
| +11% | +$375K | 0.54% | 48 |
|
|
2018
Q4 | $2.92M | Buy |
29,794
+10,559
| +55% | +$1.03M | 0.49% | 52 |
|
|
2018
Q3 | $2.13M | Buy |
19,235
+1,699
| +10% | +$188K | 0.5% | 36 |
|
|
2018
Q2 | $1.78M | Sell |
17,536
-1,490
| -8% | -$151K | 0.37% | 46 |
|
|
2018
Q1 | $1.92M | Sell |
19,026
-153
| -0.8% | -$15.5K | 0.42% | 50 |
|
|
2017
Q4 | $163K | Buy |
19,179
+17,565
| +1,088% | +$149K | 0.02% | 251 |
|
|
2017
Q3 | $153K | Sell |
1,614
-17,111
| -91% | -$1.62M | 0.06% | 165 |
|
|
2017
Q2 | $1.74M | Buy |
+18,725
| New | +$1.74M | 0.52% | 40 |
|