OIA
VTA

OneDigital Investment Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

OneDigital Investment Advisors’s Portfolio VTA Stock Details VTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17,102
Closed -$200K – 844
2021
Q3 		$200K Hold
17,102
– – 0.01% 696
2021
Q2 		$203K Hold
17,102
– – 0.01% 682
2021
Q1 		$194K Sell
17,102
-845
-5% -$9.34K 0.01% 629
2020
Q4 		$193K Hold
17,947
– – 0.01% 609
2020
Q3 		$165K Hold
17,947
– – 0.01% 563
2020
Q2 		$160K Sell
17,947
-1,000
-5% -$8.52K 0.01% 564
2020
Q1 		$151K Sell
18,947
-1,513
-7% -$16K 0.01% 489
2019
Q4 		$232K Hold
20,460
– – 0.02% 483
2019
Q3 		$225K Hold
20,460
– – 0.02% 462
2019
Q2 		$229K Sell
20,460
-2,013
-9% -$22.4K 0.02% 383
2019
Q1 		$244K Sell
22,473
-584
-3% -$6.34K 0.04% 260
2018
Q4 		$237K Buy
+23,057
New +$252K 0.04% 236

Other funds holding VTA

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

OneDigital Investment Advisors's VTA Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 17,102 shares — an estimated $200K sold.

OneDigital Investment Advisors first reported a position in VTA in Q4 2018 and held it in 12 quarters. The position peaked at $244K in Q1 2019. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

  • OneDigital Investment Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 17,102 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $200K.
  • OneDigital Investment Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2018 and held it in 12 quarters.
  • OneDigital Investment Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $244K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.