OIA
OneDigital Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Sell |
87,866
-1,060
| -1% | -$297K | 0.27% | 77 |
|
|
2025
Q1 | $23M | Sell |
88,926
-5,783
| -6% | -$1.5M | 0.27% | 76 |
|
|
2024
Q4 | $25M | Buy |
94,709
+3,361
| +4% | +$888K | 0.29% | 66 |
|
|
2024
Q3 | $24.1M | Buy |
91,348
+57,070
| +166% | +$15.1M | 0.28% | 71 |
|
|
2024
Q2 | $8.3M | Buy |
34,278
+3,771
| +12% | +$913K | 0.1% | 164 |
|
|
2024
Q1 | $7.62M | Sell |
30,507
-2,001
| -6% | -$500K | 0.12% | 159 |
|
|
2023
Q4 | $7.56M | Buy |
32,508
+6,492
| +25% | +$1.51M | 0.13% | 141 |
|
|
2023
Q3 | $5.42M | Sell |
26,016
-1,905
| -7% | -$397K | 0.12% | 144 |
|
|
2023
Q2 | $6.15M | Buy |
27,921
+1,051
| +4% | +$231K | 0.14% | 131 |
|
|
2023
Q1 | $5.67M | Buy |
26,870
+65
| +0.2% | +$13.7K | 0.13% | 133 |
|
|
2022
Q4 | $5.46M | Buy |
26,805
+863
| +3% | +$176K | 0.16% | 124 |
|
|
2022
Q3 | $4.88M | Sell |
25,942
-315
| -1% | -$59.2K | 0.18% | 90 |
|
|
2022
Q2 | $5.17M | Buy |
26,257
+1,192
| +5% | +$235K | 0.22% | 67 |
|
|
2022
Q1 | $5.96M | Sell |
25,065
-1,228
| -5% | -$292K | 0.23% | 65 |
|
|
2021
Q4 | $6.7M | Sell |
26,293
-768
| -3% | -$196K | 0.24% | 58 |
|
|
2021
Q3 | $6.41M | Sell |
27,061
-1,135
| -4% | -$269K | 0.25% | 60 |
|
|
2021
Q2 | $6.69M | Buy |
28,196
+809
| +3% | +$192K | 0.28% | 56 |
|
|
2021
Q1 | $6.06M | Sell |
27,387
-284
| -1% | -$62.9K | 0.28% | 59 |
|
|
2020
Q4 | $5.73M | Buy |
27,671
+378
| +1% | +$78.3K | 0.3% | 58 |
|
|
2020
Q3 | $4.81M | Sell |
27,293
-1,874
| -6% | -$331K | 0.33% | 59 |
|
|
2020
Q2 | $4.8M | Sell |
29,167
-747
| -2% | -$123K | 0.35% | 61 |
|
|
2020
Q1 | $3.96M | Buy |
29,914
+821
| +3% | +$109K | 0.35% | 63 |
|
|
2019
Q4 | $5.18M | Buy |
29,093
+745
| +3% | +$133K | 0.41% | 54 |
|
|
2019
Q3 | $4.75M | Buy |
28,348
+3,003
| +12% | +$503K | 0.43% | 52 |
|
|
2019
Q2 | $4.24M | Buy |
25,345
+21,230
| +516% | +$3.55M | 0.33% | 54 |
|
|
2019
Q1 | $671K | Sell |
4,115
-247
| -6% | -$40.3K | 0.1% | 147 |
|
|
2018
Q4 | $602K | Buy |
4,362
+368
| +9% | +$50.8K | 0.1% | 145 |
|
|
2018
Q3 | $656K | Sell |
3,994
-36
| -0.9% | -$5.91K | 0.15% | 87 |
|
|
2018
Q2 | $635K | Sell |
4,030
-28
| -0.7% | -$4.41K | 0.13% | 101 |
|
|
2018
Q1 | $626K | Buy |
4,058
+163
| +4% | +$25.1K | 0.14% | 108 |
|
|
2017
Q4 | $603K | Buy |
3,895
+76
| +2% | +$11.8K | 0.07% | 113 |
|
|
2017
Q3 | $561K | Sell |
3,819
-1,324
| -26% | -$194K | 0.21% | 70 |
|
|
2017
Q2 | $733K | Buy |
+5,143
| New | +$733K | 0.22% | 79 |
|