OWP
Obermeyer Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6M | Sell |
104,041
-1,052
| -1% | -$320K | 1.57% | 23 |
|
|
2025
Q1 | $28.9M | Buy |
105,093
+4,357
| +4% | +$1.2M | 1.54% | 24 |
|
|
2024
Q4 | $29.2M | Buy |
100,736
+1,384
| +1% | +$401K | 1.52% | 24 |
|
|
2024
Q3 | $28.1M | Buy |
99,352
+4,361
| +5% | +$1.23M | 1.51% | 22 |
|
|
2024
Q2 | $25.4M | Buy |
94,991
+1,337
| +1% | +$358K | 1.46% | 23 |
|
|
2024
Q1 | $24.3M | Buy |
93,654
+3,896
| +4% | +$1.01M | 1.43% | 27 |
|
|
2023
Q4 | $21.3M | Buy |
89,758
+11,321
| +14% | +$2.69M | 1.45% | 26 |
|
|
2023
Q3 | $16.7M | Buy |
78,437
+1,872
| +2% | +$398K | 1.24% | 29 |
|
|
2023
Q2 | $16.9M | Sell |
76,565
-8,509
| -10% | -$1.87M | 1.21% | 30 |
|
|
2023
Q1 | $17.5M | Buy |
85,074
+1,887
| +2% | +$387K | 1.3% | 30 |
|
|
2022
Q4 | $15.9M | Buy |
83,187
+3,454
| +4% | +$660K | 1.2% | 31 |
|
|
2022
Q3 | $14.3M | Buy |
79,733
+2,462
| +3% | +$442K | 1.16% | 30 |
|
|
2022
Q2 | $14.6M | Buy |
77,271
+1,832
| +2% | +$346K | 1.07% | 30 |
|
|
2022
Q1 | $17.2M | Buy |
75,439
+498
| +0.7% | +$113K | 1.03% | 32 |
|
|
2021
Q4 | $18.1M | Sell |
74,941
-378
| -0.5% | -$91.3K | 0.97% | 33 |
|
|
2021
Q3 | $16.7M | Buy |
75,319
+501
| +0.7% | +$111K | 0.93% | 34 |
|
|
2021
Q2 | $16.7M | Sell |
74,818
-2,490
| -3% | -$555K | 0.93% | 34 |
|
|
2021
Q1 | $16M | Sell |
77,308
-1,471
| -2% | -$304K | 0.98% | 32 |
|
|
2020
Q4 | $15.3M | Sell |
78,779
-1,024
| -1% | -$199K | 1.02% | 34 |
|
|
2020
Q3 | $13.6M | Sell |
79,803
-3,046
| -4% | -$519K | 1.02% | 32 |
|
|
2020
Q2 | $13M | Buy |
82,849
+5,618
| +7% | +$879K | 1.1% | 28 |
|
|
2020
Q1 | $9.96M | Buy |
77,231
+161
| +0.2% | +$20.8K | 1.06% | 29 |
|
|
2019
Q4 | $12.6M | Sell |
77,070
-362
| -0.5% | -$59.2K | 1.12% | 31 |
|
|
2019
Q3 | $11.7M | Sell |
77,432
-3,416
| -4% | -$516K | 1.08% | 33 |
|
|
2019
Q2 | $12.1M | Buy |
80,848
+692
| +0.9% | +$104K | 1.09% | 33 |
|
|
2019
Q1 | $11.6M | Buy |
80,156
+49,359
| +160% | +$7.14M | 1.09% | 31 |
|
|
2018
Q4 | $3.93M | Buy |
30,797
+7,823
| +34% | +$999K | 0.4% | 35 |
|
|
2018
Q3 | $3.44M | Buy |
22,974
+4,432
| +24% | +$663K | 0.29% | 35 |
|
|
2018
Q2 | $2.6M | Buy |
18,542
+16,555
| +833% | +$2.32M | 0.23% | 35 |
|
|
2018
Q1 | $270K | Buy |
+1,987
| New | +$270K | 0.02% | 97 |
|