OIA
OneDigital Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168M | Sell |
295,594
-7,389
| -2% | -$4.2M | 1.86% | 6 |
|
|
2025
Q1 | $156M | Sell |
302,983
-6,249
| -2% | -$3.21M | 1.84% | 6 |
|
|
2024
Q4 | $167M | Sell |
309,232
-3,008
| -1% | -$1.62M | 1.93% | 6 |
|
|
2024
Q3 | $165M | Buy |
312,240
+25,885
| +9% | +$13.7M | 1.88% | 6 |
|
|
2024
Q2 | $143M | Buy |
286,355
+27,219
| +11% | +$13.6M | 1.79% | 8 |
|
|
2024
Q1 | $125M | Buy |
259,136
+10,800
| +4% | +$5.19M | 1.96% | 4 |
|
|
2023
Q4 | $108M | Sell |
248,336
-899
| -0.4% | -$393K | 1.9% | 6 |
|
|
2023
Q3 | $97.9M | Sell |
249,235
-7,399
| -3% | -$2.91M | 2.12% | 4 |
|
|
2023
Q2 | $105M | Sell |
256,634
-15,568
| -6% | -$6.34M | 2.31% | 4 |
|
|
2023
Q1 | $102M | Buy |
272,202
+1,815
| +0.7% | +$683K | 2.4% | 5 |
|
|
2022
Q4 | $95M | Buy |
270,387
+217,837
| +415% | +$76.5M | 2.75% | 4 |
|
|
2022
Q3 | $17.3M | Sell |
52,550
-66,003
| -56% | -$21.7M | 0.64% | 29 |
|
|
2022
Q2 | $41.1M | Buy |
118,553
+81,107
| +217% | +$28.1M | 1.77% | 14 |
|
|
2022
Q1 | $15.5M | Sell |
37,446
-9,085
| -20% | -$3.77M | 0.59% | 25 |
|
|
2021
Q4 | $20.3M | Sell |
46,531
-734
| -2% | -$320K | 0.72% | 21 |
|
|
2021
Q3 | $18.6M | Buy |
47,265
+739
| +2% | +$291K | 0.74% | 22 |
|
|
2021
Q2 | $18.3M | Buy |
46,526
+15,418
| +50% | +$6.07M | 0.75% | 22 |
|
|
2021
Q1 | $11.3M | Sell |
31,108
-299
| -1% | -$109K | 0.53% | 34 |
|
|
2020
Q4 | $10.8M | Sell |
31,407
-14
| -0% | -$4.83K | 0.56% | 33 |
|
|
2020
Q3 | $9.66M | Buy |
31,421
+112
| +0.4% | +$34.4K | 0.67% | 32 |
|
|
2020
Q2 | $9.02M | Sell |
31,309
-354
| -1% | -$102K | 0.65% | 32 |
|
|
2020
Q1 | $7.73M | Buy |
31,663
+9,917
| +46% | +$2.42M | 0.69% | 29 |
|
|
2019
Q4 | $6.43M | Buy |
21,746
+259
| +1% | +$76.6K | 0.51% | 41 |
|
|
2019
Q3 | $5.86M | Buy |
21,487
+5,884
| +38% | +$1.6M | 0.53% | 40 |
|
|
2019
Q2 | $4.2M | Buy |
15,603
+6,689
| +75% | +$1.8M | 0.33% | 55 |
|
|
2019
Q1 | $2.37M | Buy |
8,914
+93
| +1% | +$24.7K | 0.35% | 65 |
|
|
2018
Q4 | $2.03M | Buy |
8,821
+521
| +6% | +$120K | 0.34% | 69 |
|
|
2018
Q3 | $2.22M | Buy |
8,300
+104
| +1% | +$27.8K | 0.52% | 34 |
|
|
2018
Q2 | $2.04M | Buy |
8,196
+16
| +0.2% | +$3.99K | 0.43% | 41 |
|
|
2018
Q1 | $1.98M | Buy |
8,180
+238
| +3% | +$57.6K | 0.43% | 49 |
|
|
2017
Q4 | $1.84M | Buy |
7,942
+7,838
| +7,537% | +$1.81M | 0.21% | 47 |
|
|
2017
Q3 | $24K | Sell |
104
-7,761
| -99% | -$1.79M | 0.01% | 589 |
|
|
2017
Q2 | $1.75M | Buy |
+7,865
| New | +$1.75M | 0.52% | 39 |
|