OneDigital Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $473K | Buy |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $765K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $275K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $10K | Buy |
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