OBWG
Onyx Bridge Wealth Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
104,085
+19,156
| +23% | +$888K | 0.64% | 38 |
|
|
2025
Q1 | $3.93M | Sell |
84,929
-94,554
| -53% | -$4.38M | 0.56% | 44 |
|
|
2024
Q4 | $8.14M | Buy |
179,483
+74,660
| +71% | +$3.39M | 1.17% | 20 |
|
|
2024
Q3 | $4.95M | Buy |
104,823
+92,992
| +786% | +$4.39M | 0.75% | 36 |
|
|
2024
Q2 | $537K | Sell |
11,831
-84,699
| -88% | -$3.85M | 0.09% | 141 |
|
|
2024
Q1 | $4.28M | Buy |
96,530
+87,407
| +958% | +$3.88M | 0.76% | 29 |
|
|
2023
Q4 | $423K | Buy |
9,123
+3,079
| +51% | +$143K | 0.09% | 147 |
|
|
2023
Q3 | $265K | Buy |
6,044
+1,180
| +24% | +$51.7K | 0.06% | 189 |
|
|
2023
Q2 | $224K | Sell |
4,864
-2,091
| -30% | -$96.2K | 0.05% | 205 |
|
|
2023
Q1 | $324K | Sell |
6,955
-641
| -8% | -$29.8K | 0.13% | 119 |
|
|
2022
Q4 | $353K | Sell |
7,596
-3,303
| -30% | -$154K | 0.14% | 107 |
|
|
2022
Q3 | $486K | Sell |
10,899
-382
| -3% | -$17K | 0.22% | 79 |
|
|
2022
Q2 | $548K | Sell |
11,281
-3,332
| -23% | -$162K | 0.24% | 56 |
|
|
2022
Q1 | $710K | Sell |
14,613
-4,012
| -22% | -$195K | 0.27% | 42 |
|
|
2021
Q4 | $980K | Buy |
18,625
+6,721
| +56% | +$354K | 0.33% | 37 |
|
|
2021
Q3 | $632K | Buy |
11,904
+4,880
| +69% | +$259K | 0.24% | 52 |
|
|
2021
Q2 | $375K | Buy |
7,024
+1,410
| +25% | +$75.3K | 0.16% | 68 |
|
|
2021
Q1 | $300K | Buy |
+5,614
| New | +$300K | 0.15% | 66 |
|