OBWP
O'Brien Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
44,921
+540
| +1% | +$237K | 3.09% | 12 |
|
|
2025
Q1 | $16.5M | Buy |
44,381
+44
| +0.1% | +$16.3K | 3.06% | 10 |
|
|
2024
Q4 | $18.2M | Buy |
44,337
+4,338
| +11% | +$1.78M | 3.28% | 11 |
|
|
2024
Q3 | $15.4M | Buy |
39,999
+8,490
| +27% | +$3.26M | 3.01% | 13 |
|
|
2024
Q2 | $11.8M | Buy |
31,509
+4,769
| +18% | +$1.78M | 2.65% | 12 |
|
|
2024
Q1 | $9.2M | Buy |
26,740
+13,267
| +98% | +$4.57M | 2.13% | 13 |
|
|
2023
Q4 | $4.19M | Buy |
13,473
+4,491
| +50% | +$1.4M | 1.09% | 16 |
|
|
2023
Q3 | $2.45M | Buy |
8,982
+6,112
| +213% | +$1.66M | 0.7% | 16 |
|
|
2023
Q2 | $812K | Buy |
2,870
+685
| +31% | +$194K | 0.24% | 18 |
|
|
2023
Q1 | $545K | Buy |
2,185
+96
| +5% | +$24K | 0.17% | 20 |
|
|
2022
Q4 | $445K | Sell |
2,089
-136
| -6% | -$29K | 0.18% | 21 |
|
|
2022
Q3 | $476K | Sell |
2,225
-219
| -9% | -$46.9K | 0.2% | 23 |
|
|
2022
Q2 | $545K | Buy |
2,444
+318
| +15% | +$70.9K | 0.23% | 18 |
|
|
2022
Q1 | $499K | Buy |
2,126
+53
| +3% | +$12.4K | 0.2% | 19 |
|
|
2021
Q4 | $597K | Sell |
2,073
-75
| -3% | -$21.6K | 0.21% | 16 |
|
|
2021
Q3 | $624K | Sell |
2,148
-28
| -1% | -$8.13K | 0.22% | 17 |
|
|
2021
Q2 | $638K | Sell |
2,176
-7
| -0.3% | -$2.05K | 0.21% | 23 |
|
|
2021
Q1 | $590K | Buy |
2,183
+181
| +9% | +$48.9K | 0.2% | 23 |
|
|
2020
Q4 | $515K | Buy |
2,002
+239
| +14% | +$61.5K | 0.19% | 21 |
|
|
2020
Q3 | $409K | Buy |
+1,763
| New | +$409K | 0.17% | 20 |
|
|
2020
Q1 | – | Sell |
-1,892
| Closed | -$350K | – | 44 |
|
|
2019
Q4 | $350K | Buy |
+1,892
| New | +$350K | 0.25% | 28 |
|
|
2018
Q4 | – | Sell |
-931
| Closed | -$150K | – | 198 |
|
|
2018
Q3 | $150K | Buy |
931
+643
| +223% | +$104K | 0.1% | 42 |
|
|
2018
Q2 | $43K | Hold |
288
| – | – | 0.03% | 40 |
|
|
2018
Q1 | $41K | Buy |
+288
| New | +$41K | 0.03% | 68 |
|