OneDigital Investment Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
117,922
+14,389
| +14% | +$718K | 0.07% | 223 |
|
|
2025
Q1 | $5.16M | Buy |
103,533
+9,201
| +10% | +$459K | 0.06% | 226 |
|
|
2024
Q4 | $4.68M | Buy |
94,332
+15,705
| +20% | +$779K | 0.05% | 251 |
|
|
2024
Q3 | $3.93M | Buy |
78,627
+11,042
| +16% | +$551K | 0.04% | 291 |
|
|
2024
Q2 | $3.35M | Buy |
67,585
+41,267
| +157% | +$2.04M | 0.04% | 300 |
|
|
2024
Q1 | $1.3M | Buy |
26,318
+6,281
| +31% | +$311K | 0.02% | 432 |
|
|
2023
Q4 | $991K | Buy |
20,037
+3,422
| +21% | +$169K | 0.02% | 483 |
|
|
2023
Q3 | $817K | Buy |
16,615
+12
| +0.1% | +$590 | 0.02% | 477 |
|
|
2023
Q2 | $816K | Buy |
16,603
+5,091
| +44% | +$250K | 0.02% | 467 |
|
|
2023
Q1 | $567K | Sell |
11,512
-6,994
| -38% | -$344K | 0.01% | 575 |
|
|
2022
Q4 | $907K | Sell |
18,506
-4,470
| -19% | -$219K | 0.03% | 372 |
|
|
2022
Q3 | $1.13M | Hold |
22,976
| – | – | 0.04% | 264 |
|
|
2022
Q2 | $1.13M | Buy |
22,976
+13,000
| +130% | +$639K | 0.05% | 235 |
|
|
2022
Q1 | $493K | Hold |
9,976
| – | – | 0.02% | 442 |
|
|
2021
Q4 | $498K | Buy |
9,976
+998
| +11% | +$49.8K | 0.02% | 434 |
|
|
2021
Q3 | $450K | Buy |
+8,978
| New | +$450K | 0.02% | 436 |
|