OneDigital Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.7M | Buy |
385,372
+17,820
| +5% | +$1.32M | 0.27% | 73 |
|
|
2025
Q4 | $26.7M | Buy |
367,552
+17,004
| +5% | +$1.24M | 0.26% | 79 |
|
|
2025
Q3 | $25.7M | Sell |
350,548
-916
| -0.3% | -$65.8K | 0.26% | 77 |
|
|
2025
Q2 | $24.6M | Sell |
351,464
-4,240
| -1% | -$278K | 0.27% | 77 |
|
|
2025
Q1 | $23M | Sell |
355,704
-23,132
| -6% | -$1.55M | 0.27% | 76 |
|
|
2024
Q4 | $25M | Buy |
378,836
+13,444
| +4% | +$913K | 0.29% | 66 |
|
|
2024
Q3 | $24.1M | Buy |
365,392
+228,280
| +166% | +$14.3M | 0.28% | 71 |
|
|
2024
Q2 | $8.3M | Buy |
137,112
+15,084
| +12% | +$917K | 0.1% | 164 |
|
|
2024
Q1 | $7.62M | Sell |
122,028
-8,004
| -6% | -$473K | 0.12% | 159 |
|
|
2023
Q4 | $7.56M | Buy |
130,032
+25,968
| +25% | +$1.39M | 0.13% | 141 |
|
|
2023
Q3 | $5.42M | Sell |
104,064
-7,620
| -7% | -$418K | 0.12% | 144 |
|
|
2023
Q2 | $6.15M | Buy |
111,684
+4,204
| +4% | +$220K | 0.14% | 131 |
|
|
2023
Q1 | $5.67M | Buy |
107,480
+260
| +0.2% | +$13.8K | 0.13% | 133 |
|
|
2022
Q4 | $5.46M | Buy |
107,220
+3,452
| +3% | +$176K | 0.16% | 124 |
|
|
2022
Q3 | $4.88M | Sell |
103,768
-1,260
| -1% | -$65.8K | 0.18% | 90 |
|
|
2022
Q2 | $5.17M | Buy |
105,028
+4,768
| +5% | +$258K | 0.22% | 67 |
|
|
2022
Q1 | $5.96M | Sell |
100,260
-4,912
| -5% | -$288K | 0.23% | 65 |
|
|
2021
Q4 | $6.7M | Sell |
105,172
-3,072
| -3% | -$193K | 0.25% | 62 |
|
|
2021
Q3 | $6.41M | Sell |
108,244
-4,540
| -4% | -$274K | 0.25% | 60 |
|
|
2021
Q2 | $6.69M | Buy |
112,784
+3,236
| +3% | +$188K | 0.28% | 56 |
|
|
2021
Q1 | $6.06M | Sell |
109,548
-1,136
| -1% | -$61.6K | 0.28% | 59 |
|
|
2020
Q4 | $5.73M | Buy |
110,684
+1,512
| +1% | +$73.2K | 0.3% | 58 |
|
|
2020
Q3 | $4.81M | Sell |
109,172
-7,496
| -6% | -$327K | 0.33% | 59 |
|
|
2020
Q2 | $4.8M | Sell |
116,668
-2,988
| -2% | -$114K | 0.35% | 61 |
|
|
2020
Q1 | $3.96M | Buy |
119,656
+3,284
| +3% | +$136K | 0.35% | 63 |
|
|
2019
Q4 | $5.18M | Buy |
116,372
+2,980
| +3% | +$128K | 0.41% | 54 |
|
|
2019
Q3 | $4.75M | Buy |
113,392
+12,012
| +12% | +$502K | 0.43% | 52 |
|
|
2019
Q2 | $4.24M | Buy |
101,380
+84,920
| +516% | +$3.47M | 0.33% | 54 |
|
|
2019
Q1 | $671K | Sell |
16,460
-988
| -6% | -$38K | 0.1% | 147 |
|
|
2018
Q4 | $602K | Buy |
17,448
+1,472
| +9% | +$55.3K | 0.1% | 145 |
|
|
2018
Q3 | $656K | Sell |
15,976
-144
| -0.9% | -$5.88K | 0.15% | 87 |
|
|
2018
Q2 | $635K | Sell |
16,120
-112
| -0.7% | -$4.4K | 0.13% | 101 |
|
|
2018
Q1 | $626K | Buy |
16,232
+652
| +4% | +$25.7K | 0.14% | 108 |
|
|
2017
Q4 | $603K | Buy |
15,580
+304
| +2% | +$11.5K | 0.07% | 113 |
|
|
2017
Q3 | $561K | Sell |
15,276
-5,296
| -26% | -$191K | 0.21% | 70 |
|
|
2017
Q2 | $733K | Buy |
+20,572
| New | +$727K | 0.22% | 79 |
|
Other funds holding VO
