OneDigital Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Buy |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $411K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $388K | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $660K | Sell |
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|
2018
Q4 | $695K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $723K | Sell |
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|
2018
Q1 | $883K | Sell |
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|
2017
Q4 | $907K | Buy |
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|
2017
Q3 | $753K | Buy |
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|
2017
Q2 | $751K | Buy |
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