OBWG
Onyx Bridge Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
4,557
-2,386
| -34% | -$212K | 0.05% | 195 |
|
|
2025
Q1 | $629K | Sell |
6,943
-2,996
| -30% | -$271K | 0.09% | 139 |
|
|
2024
Q4 | $885K | Sell |
9,939
-211
| -2% | -$18.8K | 0.13% | 108 |
|
|
2024
Q3 | $989K | Sell |
10,150
-789
| -7% | -$76.9K | 0.15% | 104 |
|
|
2024
Q2 | $916K | Sell |
10,939
-566
| -5% | -$47.4K | 0.15% | 100 |
|
|
2024
Q1 | $922K | Sell |
11,505
-687
| -6% | -$55.1K | 0.16% | 99 |
|
|
2023
Q4 | $1.08M | Sell |
12,192
-572
| -4% | -$50.5K | 0.22% | 70 |
|
|
2023
Q3 | $966K | Sell |
12,764
-2,636
| -17% | -$199K | 0.23% | 69 |
|
|
2023
Q2 | $1.29M | Buy |
+15,400
| New | +$1.29M | 0.31% | 63 |
|
|
2022
Q1 | – | Sell |
-2,215
| Closed | -$255K | – | 182 |
|
|
2021
Q4 | $255K | Buy |
2,215
+16
| +0.7% | +$1.84K | 0.09% | 130 |
|
|
2021
Q3 | $235K | Buy |
2,199
+130
| +6% | +$13.9K | 0.09% | 128 |
|
|
2021
Q2 | $218K | Buy |
+2,069
| New | +$218K | 0.09% | 108 |
|