OneDigital Investment Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
8,929
-1,398
| -14% | -$120K | 0.01% | 733 |
|
|
2025
Q1 | $867K | Buy |
10,327
+12
| +0.1% | +$1.01K | 0.01% | 651 |
|
|
2024
Q4 | $963K | Sell |
10,315
-40
| -0.4% | -$3.73K | 0.01% | 650 |
|
|
2024
Q3 | $957K | Buy |
10,355
+357
| +4% | +$33K | 0.01% | 670 |
|
|
2024
Q2 | $837K | Buy |
9,998
+403
| +4% | +$33.7K | 0.01% | 680 |
|
|
2024
Q1 | $848K | Buy |
9,595
+153
| +2% | +$13.5K | 0.01% | 558 |
|
|
2023
Q4 | $836K | Buy |
+9,442
| New | +$836K | 0.01% | 535 |
|