OneDigital Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168M | Sell |
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|
2025
Q1 | $156M | Sell |
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|
2024
Q4 | $167M | Sell |
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|
2024
Q3 | $165M | Buy |
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|
2024
Q2 | $143M | Buy |
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|
2024
Q1 | $125M | Buy |
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|
2023
Q4 | $108M | Sell |
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|
2023
Q3 | $97.9M | Sell |
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|
2023
Q2 | $105M | Sell |
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|
2023
Q1 | $102M | Buy |
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|
2022
Q4 | $95M | Buy |
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|
2022
Q3 | $17.3M | Sell |
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|
2022
Q2 | $41.1M | Buy |
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|
2022
Q1 | $15.5M | Sell |
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|
2021
Q4 | $20.3M | Sell |
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|
2021
Q3 | $18.6M | Buy |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $10.8M | Sell |
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|
2020
Q3 | $9.66M | Buy |
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|
2020
Q2 | $9.02M | Sell |
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|
2020
Q1 | $7.73M | Buy |
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|
2019
Q4 | $6.43M | Buy |
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|
2019
Q3 | $5.86M | Buy |
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|
2019
Q2 | $4.2M | Buy |
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|
2019
Q1 | $2.37M | Buy |
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|
2018
Q4 | $2.03M | Buy |
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|
2018
Q3 | $2.22M | Buy |
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|
2018
Q2 | $2.04M | Buy |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $1.84M | Buy |
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|
2017
Q3 | $24K | Sell |
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|
2017
Q2 | $1.75M | Buy |
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