OIA
OneDigital Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.7M | Sell |
180,110
-703
| -0.4% | -$214K | 0.61% | 38 |
|
|
2025
Q1 | $49.7M | Sell |
180,813
-13,415
| -7% | -$3.69M | 0.59% | 37 |
|
|
2024
Q4 | $56.3M | Buy |
194,228
+2,398
| +1% | +$695K | 0.65% | 33 |
|
|
2024
Q3 | $54.3M | Buy |
191,830
+2,432
| +1% | +$689K | 0.62% | 35 |
|
|
2024
Q2 | $50.7M | Buy |
189,398
+16,807
| +10% | +$4.5M | 0.63% | 35 |
|
|
2024
Q1 | $44.9M | Buy |
172,591
+18,982
| +12% | +$4.93M | 0.7% | 32 |
|
|
2023
Q4 | $36.4M | Buy |
153,609
+12,910
| +9% | +$3.06M | 0.64% | 35 |
|
|
2023
Q3 | $29.9M | Buy |
140,699
+1,296
| +0.9% | +$275K | 0.65% | 38 |
|
|
2023
Q2 | $30.7M | Sell |
139,403
-3,731
| -3% | -$822K | 0.68% | 35 |
|
|
2023
Q1 | $29.2M | Buy |
143,134
+5,323
| +4% | +$1.09M | 0.69% | 34 |
|
|
2022
Q4 | $26.3M | Buy |
137,811
+21,338
| +18% | +$4.08M | 0.76% | 29 |
|
|
2022
Q3 | $20.9M | Buy |
116,473
+36,640
| +46% | +$6.58M | 0.78% | 26 |
|
|
2022
Q2 | $15.1M | Buy |
79,833
+3,237
| +4% | +$611K | 0.65% | 24 |
|
|
2022
Q1 | $17.4M | Buy |
76,596
+5,875
| +8% | +$1.34M | 0.66% | 21 |
|
|
2021
Q4 | $17.1M | Sell |
70,721
-5,668
| -7% | -$1.37M | 0.6% | 23 |
|
|
2021
Q3 | $17M | Sell |
76,389
-1,947
| -2% | -$432K | 0.67% | 26 |
|
|
2021
Q2 | $17.5M | Buy |
78,336
+3,810
| +5% | +$849K | 0.72% | 25 |
|
|
2021
Q1 | $15.4M | Sell |
74,526
-9,852
| -12% | -$2.04M | 0.72% | 24 |
|
|
2020
Q4 | $16.5M | Buy |
84,378
+3,048
| +4% | +$594K | 0.86% | 21 |
|
|
2020
Q3 | $13.9M | Buy |
81,330
+5,072
| +7% | +$864K | 0.96% | 20 |
|
|
2020
Q2 | $12M | Buy |
76,258
+1,036
| +1% | +$163K | 0.86% | 22 |
|
|
2020
Q1 | $9.81M | Buy |
75,222
+6,805
| +10% | +$887K | 0.87% | 23 |
|
|
2019
Q4 | $11.2M | Buy |
68,417
+1,237
| +2% | +$202K | 0.88% | 21 |
|
|
2019
Q3 | $10.1M | Buy |
67,180
+3,978
| +6% | +$601K | 0.91% | 20 |
|
|
2019
Q2 | $9.49M | Buy |
63,202
+54,392
| +617% | +$8.16M | 0.73% | 24 |
|
|
2019
Q1 | $1.3M | Buy |
8,810
+2,989
| +51% | +$440K | 0.19% | 93 |
|
|
2018
Q4 | $743K | Buy |
5,821
+320
| +6% | +$40.8K | 0.13% | 124 |
|
|
2018
Q3 | $823K | Sell |
5,501
-5,561
| -50% | -$832K | 0.19% | 70 |
|
|
2018
Q2 | $1.55M | Buy |
11,062
+5,520
| +100% | +$775K | 0.33% | 51 |
|
|
2018
Q1 | $750K | Buy |
5,542
+125
| +2% | +$16.9K | 0.16% | 94 |
|
|
2017
Q4 | $744K | Buy |
5,417
+5,187
| +2,255% | +$712K | 0.09% | 97 |
|
|
2017
Q3 | $30K | Sell |
230
-5,036
| -96% | -$657K | 0.01% | 513 |
|
|
2017
Q2 | $655K | Buy |
+5,266
| New | +$655K | 0.2% | 86 |
|