OBWG
Onyx Bridge Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $486K | Sell |
733
-83
| -10% | -$55K | 0.06% | 170 |
|
2025
Q1 | $442K | Sell |
816
-82
| -9% | -$44.5K | 0.06% | 171 |
|
2024
Q4 | $558K | Buy |
898
+1
| +0.1% | +$622 | 0.08% | 144 |
|
2024
Q3 | $526K | Sell |
897
-224
| -20% | -$131K | 0.08% | 157 |
|
2024
Q2 | $646K | Hold |
1,121
| – | – | 0.11% | 129 |
|
2024
Q1 | $565K | Sell |
1,121
-568
| -34% | -$286K | 0.1% | 137 |
|
2023
Q4 | $817K | Sell |
1,689
-122
| -7% | -$59K | 0.17% | 96 |
|
2023
Q3 | $751K | Sell |
1,811
-39
| -2% | -$16.2K | 0.18% | 86 |
|
2023
Q2 | $818K | Buy |
1,850
+191
| +12% | +$84.5K | 0.2% | 92 |
|
2023
Q1 | $639K | Sell |
1,659
-160
| -9% | -$61.7K | 0.26% | 72 |
|
2022
Q4 | $582K | Sell |
1,819
-109
| -6% | -$34.9K | 0.24% | 67 |
|
2022
Q3 | $580K | Sell |
1,928
-312
| -14% | -$93.9K | 0.26% | 65 |
|
2022
Q2 | $791K | Buy |
2,240
+97
| +5% | +$34.3K | 0.35% | 39 |
|
2022
Q1 | $789K | Sell |
2,143
-159
| -7% | -$58.5K | 0.3% | 40 |
|
2021
Q4 | $1.06M | Buy |
2,302
+1,068
| +87% | +$494K | 0.36% | 33 |
|
2021
Q3 | $523K | Buy |
+1,234
| New | +$523K | 0.2% | 63 |
|