OneDigital Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
5,744
-400
| -7% | -$114K | 0.02% | 488 |
|
|
2025
Q1 | $1.5M | Sell |
6,144
-2,848
| -32% | -$697K | 0.02% | 481 |
|
|
2024
Q4 | $2.28M | Sell |
8,992
-74
| -0.8% | -$18.8K | 0.03% | 390 |
|
|
2024
Q3 | $2.21M | Buy |
9,066
+27
| +0.3% | +$6.57K | 0.03% | 415 |
|
|
2024
Q2 | $2.07M | Buy |
9,039
+5,382
| +147% | +$1.24M | 0.03% | 412 |
|
|
2024
Q1 | $862K | Sell |
3,657
-404
| -10% | -$95.2K | 0.01% | 552 |
|
|
2023
Q4 | $892K | Sell |
4,061
-537
| -12% | -$118K | 0.02% | 520 |
|
|
2023
Q3 | $896K | Sell |
4,598
-26
| -0.6% | -$5.06K | 0.02% | 452 |
|
|
2023
Q2 | $952K | Sell |
4,624
-161
| -3% | -$33.1K | 0.02% | 423 |
|
|
2023
Q1 | $933K | Buy |
4,785
+187
| +4% | +$36.4K | 0.02% | 404 |
|
|
2022
Q4 | $827K | Sell |
4,598
-52
| -1% | -$9.35K | 0.02% | 400 |
|
|
2022
Q3 | $793K | Sell |
4,650
-115
| -2% | -$19.6K | 0.03% | 349 |
|
|
2022
Q2 | $836K | Buy |
4,765
+123
| +3% | +$21.6K | 0.04% | 297 |
|
|
2022
Q1 | $1.03M | Buy |
4,642
+2,568
| +124% | +$572K | 0.04% | 266 |
|
|
2021
Q4 | $528K | Sell |
2,074
-3,095
| -60% | -$788K | 0.02% | 421 |
|
|
2021
Q3 | $1.22M | Buy |
5,169
+1,504
| +41% | +$355K | 0.05% | 229 |
|
|
2021
Q2 | $866K | Buy |
3,665
+219
| +6% | +$51.7K | 0.04% | 283 |
|
|
2021
Q1 | $739K | Sell |
3,446
-18
| -0.5% | -$3.86K | 0.03% | 300 |
|
|
2020
Q4 | $735K | Buy |
3,464
+838
| +32% | +$178K | 0.04% | 278 |
|
|
2020
Q3 | $473K | Buy |
+2,626
| New | +$473K | 0.03% | 318 |
|
|
2019
Q3 | – | Sell |
-162
| Closed | -$24K | – | 1100 |
|
|
2019
Q2 | $24K | Hold |
162
| – | – | ﹤0.01% | 759 |
|
|
2019
Q1 | $23K | Hold |
162
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $19K | Sell |
162
-994
| -86% | -$117K | ﹤0.01% | 711 |
|
|
2018
Q3 | $165K | Sell |
1,156
-9,024
| -89% | -$1.29M | 0.04% | 204 |
|
|
2018
Q2 | $1.37M | Sell |
10,180
-2,035
| -17% | -$274K | 0.29% | 56 |
|
|
2018
Q1 | $1.58M | Sell |
12,215
-1,803
| -13% | -$234K | 0.35% | 55 |
|
|
2017
Q4 | $1.79M | Buy |
14,018
+4,094
| +41% | +$523K | 0.2% | 48 |
|
|
2017
Q3 | $1.21M | Buy |
9,924
+6,286
| +173% | +$765K | 0.44% | 30 |
|
|
2017
Q2 | $428K | Buy |
+3,638
| New | +$428K | 0.13% | 122 |
|