OneDigital Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
43,062
+1,508
| +4% | +$661K | 0.21% | 99 |
|
|
2025
Q1 | $15.4M | Sell |
41,554
-10,375
| -20% | -$3.85M | 0.18% | 113 |
|
|
2024
Q4 | $21.3M | Sell |
51,929
-6,835
| -12% | -$2.81M | 0.25% | 78 |
|
|
2024
Q3 | $22.6M | Sell |
58,764
-1,206
| -2% | -$463K | 0.26% | 76 |
|
|
2024
Q2 | $22.4M | Buy |
59,970
+38,844
| +184% | +$14.5M | 0.28% | 66 |
|
|
2024
Q1 | $7.27M | Sell |
21,126
-284
| -1% | -$97.8K | 0.11% | 163 |
|
|
2023
Q4 | $6.66M | Buy |
21,410
+4,843
| +29% | +$1.51M | 0.12% | 157 |
|
|
2023
Q3 | $4.51M | Sell |
16,567
-1,141
| -6% | -$311K | 0.1% | 164 |
|
|
2023
Q2 | $5.01M | Buy |
17,708
+1,248
| +8% | +$353K | 0.11% | 148 |
|
|
2023
Q1 | $4.11M | Buy |
16,460
+67
| +0.4% | +$16.7K | 0.1% | 163 |
|
|
2022
Q4 | $3.49M | Buy |
16,393
+4,451
| +37% | +$949K | 0.1% | 170 |
|
|
2022
Q3 | $2.56M | Buy |
11,942
+659
| +6% | +$141K | 0.09% | 156 |
|
|
2022
Q2 | $2.52M | Buy |
11,283
+479
| +4% | +$107K | 0.11% | 133 |
|
|
2022
Q1 | $3.11M | Buy |
10,804
+844
| +8% | +$243K | 0.12% | 114 |
|
|
2021
Q4 | $3.2M | Sell |
9,960
-501
| -5% | -$161K | 0.11% | 111 |
|
|
2021
Q3 | $3.04M | Sell |
10,461
-2,191
| -17% | -$636K | 0.12% | 111 |
|
|
2021
Q2 | $3.63M | Buy |
12,652
+2,952
| +30% | +$846K | 0.15% | 92 |
|
|
2021
Q1 | $2.49M | Sell |
9,700
-1,031
| -10% | -$265K | 0.12% | 126 |
|
|
2020
Q4 | $2.72M | Buy |
10,731
+1,451
| +16% | +$368K | 0.14% | 101 |
|
|
2020
Q3 | $2.11M | Sell |
9,280
-405
| -4% | -$92K | 0.15% | 117 |
|
|
2020
Q2 | $1.99M | Sell |
9,685
-259
| -3% | -$53.1K | 0.14% | 133 |
|
|
2020
Q1 | $1.64M | Sell |
9,944
-645
| -6% | -$106K | 0.15% | 140 |
|
|
2019
Q4 | $1.93M | Buy |
10,589
+210
| +2% | +$38.3K | 0.15% | 128 |
|
|
2019
Q3 | $1.73M | Sell |
10,379
-553
| -5% | -$92K | 0.15% | 121 |
|
|
2019
Q2 | $1.79M | Buy |
10,932
+1,370
| +14% | +$224K | 0.14% | 98 |
|
|
2019
Q1 | $1.52M | Sell |
9,562
-3,215
| -25% | -$510K | 0.22% | 84 |
|
|
2018
Q4 | $1.72M | Buy |
12,777
+466
| +4% | +$62.6K | 0.29% | 77 |
|
|
2018
Q3 | $1.98M | Buy |
12,311
+608
| +5% | +$97.9K | 0.46% | 39 |
|
|
2018
Q2 | $1.75M | Sell |
11,703
-223
| -2% | -$33.4K | 0.37% | 47 |
|
|
2018
Q1 | $1.69M | Sell |
11,926
-318
| -3% | -$45.1K | 0.37% | 53 |
|
|
2017
Q4 | $1.72M | Buy |
12,244
+5,392
| +79% | +$758K | 0.2% | 50 |
|
|
2017
Q3 | $910K | Sell |
6,852
-6,256
| -48% | -$831K | 0.33% | 38 |
|
|
2017
Q2 | $1.67M | Buy |
+13,108
| New | +$1.67M | 0.5% | 42 |
|