OBWG
Onyx Bridge Wealth Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
8,351
-209
| -2% | -$49.5K | 0.26% | 73 |
|
|
2025
Q1 | $1.9M | Sell |
8,560
-281
| -3% | -$62.3K | 0.27% | 68 |
|
|
2024
Q4 | $2.12M | Buy |
8,841
+80
| +0.9% | +$19.2K | 0.31% | 62 |
|
|
2024
Q3 | $2.08M | Buy |
8,761
+12
| +0.1% | +$2.85K | 0.31% | 61 |
|
|
2024
Q2 | $1.91M | Sell |
8,749
-47
| -0.5% | -$10.2K | 0.31% | 62 |
|
|
2024
Q1 | $1.9M | Buy |
8,796
+186
| +2% | +$40.3K | 0.34% | 60 |
|
|
2023
Q4 | $1.84M | Sell |
8,610
-447
| -5% | -$95.4K | 0.37% | 45 |
|
|
2023
Q3 | $1.71M | Sell |
9,057
-62
| -0.7% | -$11.7K | 0.4% | 47 |
|
|
2023
Q2 | $1.81M | Sell |
9,119
-710
| -7% | -$141K | 0.43% | 46 |
|
|
2023
Q1 | $1.86M | Sell |
9,829
-19,083
| -66% | -$3.62M | 0.74% | 28 |
|
|
2022
Q4 | $5.42M | Sell |
28,912
-23,529
| -45% | -$4.41M | 2.2% | 12 |
|
|
2022
Q3 | $9.1M | Buy |
52,441
+19,584
| +60% | +$3.4M | 4.15% | 7 |
|
|
2022
Q2 | $6.13M | Sell |
32,857
-9,473
| -22% | -$1.77M | 2.73% | 9 |
|
|
2022
Q1 | $8.34M | Buy |
42,330
+22,279
| +111% | +$4.39M | 3.17% | 8 |
|
|
2021
Q4 | $4.56M | Buy |
20,051
+2,778
| +16% | +$632K | 1.54% | 11 |
|
|
2021
Q3 | $3.92M | Buy |
17,273
+1,438
| +9% | +$326K | 1.47% | 11 |
|
|
2021
Q2 | $3.41M | Sell |
15,835
-73,080
| -82% | -$15.7M | 1.47% | 15 |
|
|
2021
Q1 | $19M | Buy |
88,915
+17,484
| +24% | +$3.74M | 9.53% | 3 |
|
|
2020
Q4 | $13.9M | Buy |
+71,431
| New | +$13.9M | 9.11% | 2 |
|