OneDigital Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
1,541
-35
| -2% | -$9.8K | ﹤0.01% | 969 |
|
|
2025
Q1 | $390K | Sell |
1,576
-282
| -15% | -$69.8K | ﹤0.01% | 962 |
|
|
2024
Q4 | $473K | Buy |
1,858
+17
| +0.9% | +$4.33K | 0.01% | 914 |
|
|
2024
Q3 | $479K | Sell |
1,841
-879
| -32% | -$229K | 0.01% | 952 |
|
|
2024
Q2 | $640K | Buy |
2,720
+102
| +4% | +$24K | 0.01% | 795 |
|
|
2024
Q1 | $639K | Sell |
2,618
-853
| -25% | -$208K | 0.01% | 653 |
|
|
2023
Q4 | $765K | Buy |
3,471
+717
| +26% | +$158K | 0.01% | 564 |
|
|
2023
Q3 | $537K | Buy |
2,754
+20
| +0.7% | +$3.9K | 0.01% | 613 |
|
|
2023
Q2 | $562K | Buy |
2,734
+80
| +3% | +$16.4K | 0.01% | 596 |
|
|
2023
Q1 | $506K | Buy |
2,654
+245
| +10% | +$46.7K | 0.01% | 617 |
|
|
2022
Q4 | $440K | Buy |
2,409
+279
| +13% | +$51K | 0.01% | 553 |
|
|
2022
Q3 | $336K | Buy |
2,130
+45
| +2% | +$7.1K | 0.01% | 565 |
|
|
2022
Q2 | $341K | Buy |
2,085
+189
| +10% | +$30.9K | 0.01% | 530 |
|
|
2022
Q1 | $369K | Buy |
1,896
+204
| +12% | +$39.7K | 0.01% | 528 |
|
|
2021
Q4 | $343K | Buy |
1,692
+154
| +10% | +$31.2K | 0.01% | 544 |
|
|
2021
Q3 | $289K | Sell |
1,538
-16
| -1% | -$3.01K | 0.01% | 579 |
|
|
2021
Q2 | $305K | Buy |
1,554
+103
| +7% | +$20.2K | 0.01% | 546 |
|
|
2021
Q1 | $275K | Buy |
+1,451
| New | +$275K | 0.01% | 528 |
|
|
2018
Q3 | – | Sell |
-67
| Closed | -$9K | – | 1257 |
|
|
2018
Q2 | $9K | Hold |
67
| – | – | ﹤0.01% | 1079 |
|
|
2018
Q1 | $9K | Hold |
67
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q4 | $10K | Buy |
+67
| New | +$10K | ﹤0.01% | 974 |
|