OBWG
Onyx Bridge Wealth Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
4,408
-2,979
| -40% | -$226K | 0.04% | 215 |
|
|
2025
Q1 | $561K | Buy |
7,387
+227
| +3% | +$17.2K | 0.08% | 148 |
|
|
2024
Q4 | $535K | Buy |
7,160
+10
| +0.1% | +$748 | 0.08% | 148 |
|
|
2024
Q3 | $581K | Buy |
7,150
+78
| +1% | +$6.34K | 0.09% | 146 |
|
|
2024
Q2 | $537K | Buy |
7,072
+32
| +0.5% | +$2.43K | 0.09% | 142 |
|
|
2024
Q1 | $523K | Sell |
7,040
-6,228
| -47% | -$462K | 0.09% | 144 |
|
|
2023
Q4 | $1.06M | Buy |
13,268
+3,065
| +30% | +$246K | 0.21% | 72 |
|
|
2023
Q3 | $731K | Sell |
10,203
-480
| -4% | -$34.4K | 0.17% | 92 |
|
|
2023
Q2 | $839K | Buy |
10,683
+691
| +7% | +$54.2K | 0.2% | 88 |
|
|
2023
Q1 | $797K | Buy |
+9,992
| New | +$797K | 0.32% | 59 |
|
|
2022
Q4 | – | Sell |
-4,880
| Closed | -$350K | – | 213 |
|
|
2022
Q3 | $350K | Buy |
+4,880
| New | +$350K | 0.16% | 104 |
|