OneDigital Investment Advisors’s Vanguard Communication Services ETF VOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
+3,363
| New | +$575K | 0.01% | 851 |
|
|
2025
Q1 | – | Sell |
-3,438
| Closed | -$533K | – | 1500 |
|
|
2024
Q4 | $533K | Buy |
3,438
+42
| +1% | +$6.51K | 0.01% | 863 |
|
|
2024
Q3 | $494K | Buy |
3,396
+41
| +1% | +$5.96K | 0.01% | 945 |
|
|
2024
Q2 | $464K | Buy |
3,355
+104
| +3% | +$14.4K | 0.01% | 931 |
|
|
2024
Q1 | $427K | Sell |
3,251
-847
| -21% | -$111K | 0.01% | 796 |
|
|
2023
Q4 | $482K | Buy |
+4,098
| New | +$482K | 0.01% | 726 |
|
|
2020
Q1 | – | Sell |
-4,109
| Closed | -$386K | – | 584 |
|
|
2019
Q4 | $386K | Hold |
4,109
| – | – | 0.03% | 352 |
|
|
2019
Q3 | $356K | Sell |
4,109
-4,641
| -53% | -$402K | 0.03% | 343 |
|
|
2019
Q2 | $758K | Buy |
8,750
+3,781
| +76% | +$328K | 0.06% | 190 |
|
|
2019
Q1 | $415K | Sell |
4,969
-2,516
| -34% | -$210K | 0.06% | 189 |
|
|
2018
Q4 | $554K | Buy |
+7,485
| New | +$554K | 0.09% | 149 |
|
|
2018
Q3 | – | Sell |
-10,213
| Closed | -$867K | – | 1264 |
|
|
2018
Q2 | $867K | Sell |
10,213
-2,669
| -21% | -$227K | 0.18% | 82 |
|
|
2018
Q1 | $1.08M | Buy |
12,882
+18
| +0.1% | +$1.51K | 0.24% | 71 |
|
|
2017
Q4 | $1.17M | Buy |
12,864
+3,040
| +31% | +$277K | 0.13% | 68 |
|
|
2017
Q3 | $906K | Buy |
9,824
+4,916
| +100% | +$453K | 0.33% | 39 |
|
|
2017
Q2 | $451K | Buy |
+4,908
| New | +$451K | 0.13% | 117 |
|