OBWG
Onyx Bridge Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Sell |
79,847
-2,171
| -3% | -$444K | 2.16% | 7 |
|
|
2025
Q1 | $15.9M | Sell |
82,018
-332
| -0.4% | -$64.4K | 2.28% | 8 |
|
|
2024
Q4 | $16.1M | Buy |
82,350
+257
| +0.3% | +$50.3K | 2.32% | 7 |
|
|
2024
Q3 | $16.3M | Buy |
82,093
+308
| +0.4% | +$61K | 2.45% | 8 |
|
|
2024
Q2 | $14.9M | Buy |
81,785
+57
| +0.1% | +$10.4K | 2.45% | 9 |
|
|
2024
Q1 | $14.4M | Buy |
81,728
+54
| +0.1% | +$9.54K | 2.58% | 8 |
|
|
2023
Q4 | $13.9M | Buy |
81,674
+1,481
| +2% | +$252K | 2.81% | 8 |
|
|
2023
Q3 | $12.5M | Buy |
80,193
+1,042
| +1% | +$162K | 2.91% | 8 |
|
|
2023
Q2 | $12.9M | Buy |
+79,151
| New | +$12.9M | 3.08% | 6 |
|
|
2021
Q2 | – | Sell |
-2,106
| Closed | -$310K | – | 144 |
|
|
2021
Q1 | $310K | Buy |
+2,106
| New | +$310K | 0.16% | 65 |
|