OneDigital Investment Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
805
+1
| +0.1% | +$281 | ﹤0.01% | 1325 |
|
|
2025
Q1 | $204K | Buy |
804
+1
| +0.1% | +$254 | ﹤0.01% | 1322 |
|
|
2024
Q4 | $214K | Buy |
803
+1
| +0.1% | +$267 | ﹤0.01% | 1297 |
|
|
2024
Q3 | $209K | Buy |
+802
| New | +$209K | ﹤0.01% | 1346 |
|
|
2019
Q3 | – | Sell |
-473
| Closed | -$64K | – | 1099 |
|
|
2019
Q2 | $64K | Hold |
473
| – | – | 0.01% | 527 |
|
|
2019
Q1 | $61K | Buy |
473
+2
| +0.4% | +$258 | 0.01% | 458 |
|
|
2018
Q4 | $54K | Buy |
+471
| New | +$54K | 0.01% | 441 |
|
|
2018
Q3 | – | Sell |
-464
| Closed | -$58K | – | 1263 |
|
|
2018
Q2 | $58K | Hold |
464
| – | – | 0.01% | 461 |
|
|
2018
Q1 | $56K | Buy |
464
+2
| +0.4% | +$241 | 0.01% | 489 |
|
|
2017
Q4 | $57K | Buy |
462
+4
| +0.9% | +$494 | 0.01% | 471 |
|
|
2017
Q3 | $53K | Buy |
458
+2
| +0.4% | +$231 | 0.02% | 374 |
|
|
2017
Q2 | $51K | Buy |
+456
| New | +$51K | 0.02% | 469 |
|