OneDigital Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,609
+1,455
| +35% | +$415K | 0.02% | 491 |
|
|
2025
Q1 | $1.07M | Buy |
4,154
+1,317
| +46% | +$339K | 0.01% | 586 |
|
|
2024
Q4 | $765K | Sell |
2,837
-53
| -2% | -$14.3K | 0.01% | 728 |
|
|
2024
Q3 | $761K | Sell |
2,890
-356
| -11% | -$93.7K | 0.01% | 762 |
|
|
2024
Q2 | $810K | Buy |
+3,246
| New | +$810K | 0.01% | 694 |
|
|
2024
Q1 | – | Sell |
-1,341
| Closed | -$293K | – | 1164 |
|
|
2023
Q4 | $293K | Buy |
+1,341
| New | +$293K | 0.01% | 917 |
|