O3W
Omni 360 Wealth’s Vanguard Core Plus Bond ETF VPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
13,599
+1,804
| +15% | +$140K | 0.52% | 42 |
|
|
2025
Q1 | $915K | Sell |
11,795
-236
| -2% | -$18.3K | 0.54% | 43 |
|
|
2024
Q4 | $914K | Buy |
12,031
+2,733
| +29% | +$208K | 0.57% | 46 |
|
|
2024
Q3 | $737K | Buy |
9,298
+3,952
| +74% | +$313K | 0.48% | 52 |
|
|
2024
Q2 | $407K | Buy |
5,346
+1,826
| +52% | +$139K | 0.3% | 77 |
|
|
2024
Q1 | $270K | Buy |
+3,520
| New | +$270K | 0.22% | 94 |
|