OBWG
Onyx Bridge Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
2,179
-500
| -19% | -$140K | 0.08% | 154 |
|
|
2025
Q1 | $693K | Buy |
2,679
+20
| +0.8% | +$5.17K | 0.1% | 132 |
|
|
2024
Q4 | $702K | Sell |
2,659
-7
| -0.3% | -$1.85K | 0.1% | 127 |
|
|
2024
Q3 | $703K | Sell |
2,666
-250
| -9% | -$66K | 0.11% | 129 |
|
|
2024
Q2 | $706K | Sell |
2,916
-41
| -1% | -$9.93K | 0.12% | 119 |
|
|
2024
Q1 | $711K | Sell |
2,957
-28
| -0.9% | -$6.73K | 0.13% | 117 |
|
|
2023
Q4 | $694K | Sell |
2,985
-379
| -11% | -$88.2K | 0.14% | 105 |
|
|
2023
Q3 | $701K | Buy |
3,364
+477
| +17% | +$99.3K | 0.16% | 99 |
|
|
2023
Q2 | $636K | Buy |
+2,887
| New | +$636K | 0.15% | 107 |
|
|
2022
Q2 | – | Sell |
-1,091
| Closed | -$242K | – | 189 |
|
|
2022
Q1 | $242K | Hold |
1,091
| – | – | 0.09% | 121 |
|
|
2021
Q4 | $277K | Buy |
1,091
+14
| +1% | +$3.56K | 0.09% | 123 |
|
|
2021
Q3 | $268K | Buy |
+1,077
| New | +$268K | 0.1% | 111 |
|
|
2021
Q2 | – | Sell |
-1,245
| Closed | -$276K | – | 145 |
|
|
2021
Q1 | $276K | Buy |
+1,245
| New | +$276K | 0.14% | 75 |
|