OBWG
Onyx Bridge Wealth Group’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
1,608
-228
| -12% | -$29K | 0.03% | 285 |
|
|
2025
Q1 | $219K | Buy |
1,836
+3
| +0.2% | +$358 | 0.03% | 254 |
|
|
2024
Q4 | $216K | Sell |
1,833
-242
| -12% | -$28.6K | 0.03% | 247 |
|
|
2024
Q3 | $228K | Buy |
2,075
+4
| +0.2% | +$440 | 0.03% | 244 |
|
|
2024
Q2 | $207K | Hold |
2,071
| – | – | 0.03% | 246 |
|
|
2024
Q1 | $205K | Sell |
2,071
-1,771
| -46% | -$175K | 0.04% | 234 |
|
|
2023
Q4 | $355K | Sell |
3,842
-31
| -0.8% | -$2.86K | 0.07% | 170 |
|
|
2023
Q3 | $311K | Sell |
3,873
-316
| -8% | -$25.4K | 0.07% | 172 |
|
|
2023
Q2 | $340K | Buy |
4,189
+992
| +31% | +$80.6K | 0.08% | 162 |
|
|
2023
Q1 | $249K | Sell |
3,197
-107
| -3% | -$8.33K | 0.1% | 144 |
|
|
2022
Q4 | $283K | Sell |
3,304
-218
| -6% | -$18.7K | 0.12% | 127 |
|
|
2022
Q3 | $263K | Sell |
3,522
-650
| -16% | -$48.5K | 0.12% | 120 |
|
|
2022
Q2 | $335K | Buy |
4,172
+195
| +5% | +$15.7K | 0.15% | 93 |
|
|
2022
Q1 | $341K | Sell |
3,977
-266
| -6% | -$22.8K | 0.13% | 88 |
|
|
2021
Q4 | $414K | Buy |
4,243
+1,971
| +87% | +$192K | 0.14% | 88 |
|
|
2021
Q3 | $222K | Buy |
+2,272
| New | +$222K | 0.08% | 135 |
|