OIA
OneDigital Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+2,905
| New | +$239K | ﹤0.01% | 1297 |
|
|
2024
Q4 | – | Sell |
-2,674
| Closed | -$210K | – | 1521 |
|
|
2024
Q3 | $210K | Buy |
+2,674
| New | +$210K | ﹤0.01% | 1342 |
|
|
2023
Q4 | – | Sell |
-4,756
| Closed | -$318K | – | 1151 |
|
|
2023
Q3 | $318K | Sell |
4,756
-236
| -5% | -$15.8K | 0.01% | 793 |
|
|
2023
Q2 | $348K | Sell |
4,992
-40
| -0.8% | -$2.79K | 0.01% | 769 |
|
|
2023
Q1 | $341K | Buy |
5,032
+1,493
| +42% | +$101K | 0.01% | 732 |
|
|
2022
Q4 | $228K | Buy |
+3,539
| New | +$228K | 0.01% | 738 |
|
|
2022
Q2 | – | Sell |
-2,848
| Closed | -$211K | – | 787 |
|
|
2022
Q1 | $211K | Buy |
2,848
+63
| +2% | +$4.67K | 0.01% | 686 |
|
|
2021
Q4 | $217K | Sell |
2,785
-37
| -1% | -$2.88K | 0.01% | 690 |
|
|
2021
Q3 | $229K | Sell |
2,822
-5
| -0.2% | -$406 | 0.01% | 639 |
|
|
2021
Q2 | $233K | Buy |
2,827
+356
| +14% | +$29.3K | 0.01% | 622 |
|
|
2021
Q1 | $202K | Sell |
2,471
-511
| -17% | -$41.8K | 0.01% | 617 |
|
|
2020
Q4 | $237K | Sell |
2,982
-2
| -0.1% | -$159 | 0.01% | 543 |
|
|
2020
Q3 | $203K | Sell |
2,984
-238
| -7% | -$16.2K | 0.01% | 543 |
|
|
2020
Q2 | $205K | Buy |
+3,222
| New | +$205K | 0.01% | 534 |
|
|
2020
Q1 | – | Sell |
-4,678
| Closed | -$325K | – | 585 |
|
|
2019
Q4 | $325K | Buy |
+4,678
| New | +$325K | 0.03% | 392 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$5K | – | 1101 |
|
|
2019
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 1040 |
|
|
2019
Q1 | $5K | Sell |
75
-84
| -53% | -$5.6K | ﹤0.01% | 995 |
|
|
2018
Q4 | $10K | Buy |
159
+34
| +27% | +$2.14K | ﹤0.01% | 857 |
|
|
2018
Q3 | $9K | Sell |
125
-84
| -40% | -$6.05K | ﹤0.01% | 858 |
|
|
2018
Q2 | $15K | Hold |
209
| – | – | ﹤0.01% | 922 |
|
|
2018
Q1 | $15K | Buy |
209
+169
| +423% | +$12.1K | ﹤0.01% | 918 |
|
|
2017
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 1150 |
|
|
2017
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 961 |
|
|
2017
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 1135 |
|