OBWG
Onyx Bridge Wealth Group’s Vanguard Health Care ETF VHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.13M | Sell |
20,650
-5,270
| -20% | -$1.31M | 0.68% | 36 |
|
2025
Q1 | $6.86M | Sell |
25,920
-3,265
| -11% | -$864K | 0.98% | 25 |
|
2024
Q4 | $7.4M | Sell |
29,185
-577
| -2% | -$146K | 1.07% | 28 |
|
2024
Q3 | $8.4M | Sell |
29,762
-809
| -3% | -$228K | 1.27% | 18 |
|
2024
Q2 | $8.13M | Sell |
30,571
-732
| -2% | -$195K | 1.34% | 18 |
|
2024
Q1 | $7.99M | Sell |
31,303
-772
| -2% | -$197K | 1.43% | 16 |
|
2023
Q4 | $8.04M | Buy |
32,075
+82
| +0.3% | +$20.6K | 1.62% | 20 |
|
2023
Q3 | $7.52M | Sell |
31,993
-55
| -0.2% | -$12.9K | 1.76% | 14 |
|
2023
Q2 | $7.85M | Buy |
32,048
+29,752
| +1,296% | +$7.28M | 1.88% | 14 |
|
2023
Q1 | $548K | Sell |
2,296
-10
| -0.4% | -$2.39K | 0.22% | 84 |
|
2022
Q4 | $572K | Hold |
2,306
| – | – | 0.23% | 71 |
|
2022
Q3 | $517K | Sell |
2,306
-3
| -0.1% | -$673 | 0.24% | 74 |
|
2022
Q2 | $554K | Buy |
2,309
+42
| +2% | +$10.1K | 0.25% | 55 |
|
2022
Q1 | $550K | Hold |
2,267
| – | – | 0.21% | 61 |
|
2021
Q4 | $600K | Buy |
2,267
+731
| +48% | +$193K | 0.2% | 62 |
|
2021
Q3 | $379K | Buy |
+1,536
| New | +$379K | 0.14% | 86 |
|