OWP
Obermeyer Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
2,249
+350
| +18% | +$82.9K | 0.03% | 154 |
|
|
2025
Q1 | $421K | Hold |
1,899
| – | – | 0.02% | 165 |
|
|
2024
Q4 | $456K | Sell |
1,899
-757
| -29% | -$182K | 0.02% | 163 |
|
|
2024
Q3 | $630K | Buy |
2,656
+450
| +20% | +$107K | 0.03% | 133 |
|
|
2024
Q2 | $481K | Sell |
2,206
-531
| -19% | -$116K | 0.03% | 148 |
|
|
2024
Q1 | $626K | Buy |
2,737
+471
| +21% | +$108K | 0.04% | 122 |
|
|
2023
Q4 | $483K | Sell |
2,266
-531
| -19% | -$113K | 0.03% | 117 |
|
|
2023
Q3 | $529K | Sell |
2,797
-180
| -6% | -$34K | 0.04% | 108 |
|
|
2023
Q2 | $592K | Hold |
2,977
| – | – | 0.04% | 106 |
|
|
2023
Q1 | $564K | Buy |
2,977
+1,179
| +66% | +$223K | 0.04% | 104 |
|
|
2022
Q4 | $330K | Buy |
1,798
+336
| +23% | +$61.7K | 0.03% | 149 |
|
|
2022
Q3 | $250K | Buy |
+1,462
| New | +$250K | 0.02% | 174 |
|