OneDigital Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,844
| Closed | -$514K | – | 1497 |
|
|
2024
Q4 | $514K | Buy |
4,844
+2,450
| +102% | +$260K | 0.01% | 876 |
|
|
2024
Q3 | $259K | Hold |
2,394
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q2 | $235K | Buy |
+2,394
| New | +$235K | ﹤0.01% | 1216 |
|
|
2019
Q3 | – | Sell |
-112
| Closed | -$8K | – | 1091 |
|
|
2019
Q2 | $8K | Hold |
112
| – | – | ﹤0.01% | 980 |
|
|
2019
Q1 | $8K | Buy |
+112
| New | +$8K | ﹤0.01% | 931 |
|