OneDigital Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Buy |
133,676
+2,021
| +2% | +$100K | 0.07% | 209 |
|
|
2025
Q1 | $5.96M | Sell |
131,655
-4,786
| -4% | -$217K | 0.07% | 207 |
|
|
2024
Q4 | $6.01M | Buy |
136,441
+744
| +0.5% | +$32.8K | 0.07% | 211 |
|
|
2024
Q3 | $6.49M | Sell |
135,697
-337
| -0.2% | -$16.1K | 0.07% | 210 |
|
|
2024
Q2 | $5.95M | Sell |
136,034
-8,537
| -6% | -$374K | 0.07% | 205 |
|
|
2024
Q1 | $6.04M | Buy |
144,571
+12,595
| +10% | +$526K | 0.09% | 175 |
|
|
2023
Q4 | $5.42M | Buy |
131,976
+17,714
| +16% | +$728K | 0.09% | 177 |
|
|
2023
Q3 | $4.48M | Buy |
114,262
+32,228
| +39% | +$1.26M | 0.1% | 165 |
|
|
2023
Q2 | $3.34M | Sell |
82,034
-3,320
| -4% | -$135K | 0.07% | 196 |
|
|
2023
Q1 | $3.45M | Buy |
85,354
+16,935
| +25% | +$684K | 0.08% | 184 |
|
|
2022
Q4 | $2.67M | Buy |
68,419
+23,623
| +53% | +$921K | 0.08% | 211 |
|
|
2022
Q3 | $1.64M | Buy |
44,796
+3,357
| +8% | +$123K | 0.06% | 216 |
|
|
2022
Q2 | $1.73M | Buy |
41,439
+553
| +1% | +$23K | 0.07% | 176 |
|
|
2022
Q1 | $1.89M | Buy |
40,886
+4,160
| +11% | +$192K | 0.07% | 170 |
|
|
2021
Q4 | $1.82M | Sell |
36,726
-1,371
| -4% | -$67.8K | 0.06% | 176 |
|
|
2021
Q3 | $1.91M | Buy |
38,097
+1,636
| +4% | +$81.8K | 0.08% | 165 |
|
|
2021
Q2 | $1.98M | Sell |
36,461
-2,594
| -7% | -$141K | 0.08% | 162 |
|
|
2021
Q1 | $2.03M | Buy |
39,055
+772
| +2% | +$40.2K | 0.1% | 150 |
|
|
2020
Q4 | $1.92M | Buy |
38,283
+2,711
| +8% | +$136K | 0.1% | 145 |
|
|
2020
Q3 | $1.54M | Sell |
35,572
-752
| -2% | -$32.5K | 0.11% | 155 |
|
|
2020
Q2 | $1.44M | Sell |
36,324
-4,904
| -12% | -$194K | 0.1% | 166 |
|
|
2020
Q1 | $1.38M | Sell |
41,228
-5,766
| -12% | -$193K | 0.12% | 156 |
|
|
2019
Q4 | $2.09M | Buy |
46,994
+4,906
| +12% | +$218K | 0.16% | 122 |
|
|
2019
Q3 | $1.69M | Sell |
42,088
-3,368
| -7% | -$136K | 0.15% | 123 |
|
|
2019
Q2 | $1.93M | Buy |
45,456
+35,612
| +362% | +$1.51M | 0.15% | 91 |
|
|
2019
Q1 | $418K | Buy |
9,844
+2,228
| +29% | +$94.6K | 0.06% | 188 |
|
|
2018
Q4 | $290K | Buy |
7,616
+3,979
| +109% | +$152K | 0.05% | 215 |
|
|
2018
Q3 | $149K | Sell |
3,637
-2,626
| -42% | -$108K | 0.03% | 222 |
|
|
2018
Q2 | $264K | Buy |
6,263
+1,942
| +45% | +$81.9K | 0.06% | 178 |
|
|
2018
Q1 | $250K | Sell |
4,321
-4,645
| -52% | -$269K | 0.05% | 194 |
|
|
2017
Q4 | $411K | Buy |
8,966
+8,443
| +1,614% | +$387K | 0.05% | 149 |
|
|
2017
Q3 | $23K | Sell |
523
-26,704
| -98% | -$1.17M | 0.01% | 602 |
|
|
2017
Q2 | $1.11M | Buy |
+27,227
| New | +$1.11M | 0.33% | 56 |
|