OWP
Obermeyer Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Hold |
10,489
| – | – | 0.15% | 58 |
|
|
2025
Q1 | $2.7M | Sell |
10,489
-15
| -0.1% | -$3.86K | 0.14% | 59 |
|
|
2024
Q4 | $2.83M | Hold |
10,504
| – | – | 0.15% | 57 |
|
|
2024
Q3 | $2.77M | Hold |
10,504
| – | – | 0.15% | 58 |
|
|
2024
Q2 | $2.62M | Hold |
10,504
| – | – | 0.15% | 58 |
|
|
2024
Q1 | $2.52M | Hold |
10,504
| – | – | 0.15% | 57 |
|
|
2023
Q4 | $2.29M | Hold |
10,504
| – | – | 0.16% | 45 |
|
|
2023
Q3 | $2.06M | Hold |
10,504
| – | – | 0.15% | 42 |
|
|
2023
Q2 | $2.13M | Hold |
10,504
| – | – | 0.15% | 46 |
|
|
2023
Q1 | $1.96M | Buy |
10,504
+8,893
| +552% | +$1.66M | 0.15% | 52 |
|
|
2022
Q4 | $281K | Buy |
1,611
+344
| +27% | +$59.9K | 0.02% | 170 |
|
|
2022
Q3 | $207K | Buy |
+1,267
| New | +$207K | 0.02% | 194 |
|