OBWG
Onyx Bridge Wealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,443
| Closed | -$263K | – | 239 |
|
|
2023
Q1 | $263K | Sell |
3,443
-949
| -22% | -$72.6K | 0.11% | 138 |
|
|
2022
Q4 | $333K | Sell |
4,392
-762
| -15% | -$57.8K | 0.14% | 113 |
|
|
2022
Q3 | $385K | Sell |
5,154
-745
| -13% | -$55.7K | 0.18% | 95 |
|
|
2022
Q2 | $455K | Sell |
5,899
-2,197
| -27% | -$169K | 0.2% | 72 |
|
|
2022
Q1 | $626K | Buy |
8,096
+1,692
| +26% | +$131K | 0.24% | 50 |
|
|
2021
Q4 | $517K | Buy |
6,404
+553
| +9% | +$44.6K | 0.17% | 74 |
|
|
2021
Q3 | $477K | Sell |
5,851
-6,962
| -54% | -$568K | 0.18% | 69 |
|
|
2021
Q2 | $1.05M | Buy |
12,813
+8,074
| +170% | +$664K | 0.46% | 23 |
|
|
2021
Q1 | $389K | Buy |
+4,739
| New | +$389K | 0.19% | 55 |
|