OneDigital Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
51,796
+2,815
| +6% | +$142K | 0.03% | 361 |
|
|
2025
Q1 | $2.44M | Sell |
48,981
-5,786
| -11% | -$289K | 0.03% | 357 |
|
|
2024
Q4 | $2.65M | Sell |
54,767
-5,073
| -8% | -$246K | 0.03% | 356 |
|
|
2024
Q3 | $2.95M | Sell |
59,840
-3,161
| -5% | -$156K | 0.03% | 349 |
|
|
2024
Q2 | $3.06M | Sell |
63,001
-6,553
| -9% | -$318K | 0.04% | 322 |
|
|
2024
Q1 | $3.33M | Sell |
69,554
-7,400
| -10% | -$354K | 0.05% | 245 |
|
|
2023
Q4 | $3.65M | Sell |
76,954
-16,948
| -18% | -$805K | 0.06% | 223 |
|
|
2023
Q3 | $4.44M | Buy |
93,902
+32,714
| +53% | +$1.55M | 0.1% | 166 |
|
|
2023
Q2 | $2.9M | Sell |
61,188
-2,313
| -4% | -$110K | 0.06% | 213 |
|
|
2023
Q1 | $3.04M | Buy |
63,501
+23,489
| +59% | +$1.12M | 0.07% | 207 |
|
|
2022
Q4 | $1.87M | Buy |
40,012
+8,401
| +27% | +$392K | 0.05% | 263 |
|
|
2022
Q3 | $1.52M | Sell |
31,611
-392
| -1% | -$18.9K | 0.06% | 226 |
|
|
2022
Q2 | $1.6M | Sell |
32,003
-2,304
| -7% | -$115K | 0.07% | 191 |
|
|
2022
Q1 | $1.76M | Buy |
34,307
+460
| +1% | +$23.6K | 0.07% | 186 |
|
|
2021
Q4 | $1.74M | Buy |
33,847
+15,474
| +84% | +$795K | 0.06% | 180 |
|
|
2021
Q3 | $966K | Buy |
18,373
+703
| +4% | +$37K | 0.04% | 273 |
|
|
2021
Q2 | $926K | Buy |
17,670
+10,476
| +146% | +$549K | 0.04% | 265 |
|
|
2021
Q1 | $371K | Buy |
7,194
+6
| +0.1% | +$309 | 0.02% | 453 |
|
|
2020
Q4 | $367K | Buy |
7,188
+61
| +0.9% | +$3.11K | 0.02% | 421 |
|
|
2020
Q3 | $364K | Buy |
7,127
+23
| +0.3% | +$1.18K | 0.03% | 367 |
|
|
2020
Q2 | $356K | Sell |
7,104
-6
| -0.1% | -$301 | 0.03% | 392 |
|
|
2020
Q1 | $346K | Sell |
7,110
-44
| -0.6% | -$2.14K | 0.03% | 330 |
|
|
2019
Q4 | $353K | Buy |
7,154
+18
| +0.3% | +$888 | 0.03% | 370 |
|
|
2019
Q3 | $350K | Buy |
7,136
+64
| +0.9% | +$3.14K | 0.03% | 351 |
|
|
2019
Q2 | $349K | Buy |
+7,072
| New | +$349K | 0.03% | 312 |
|
|
2017
Q3 | – | Sell |
-2,779
| Closed | -$137K | – | 1175 |
|
|
2017
Q2 | $137K | Buy |
+2,779
| New | +$137K | 0.04% | 255 |
|