OBWG
Onyx Bridge Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
3,961
-78
| -2% | -$44.3K | 0.3% | 67 |
|
|
2025
Q1 | $2.08M | Sell |
4,039
-72
| -2% | -$37K | 0.3% | 60 |
|
|
2024
Q4 | $2.22M | Sell |
4,111
-660
| -14% | -$356K | 0.32% | 61 |
|
|
2024
Q3 | $2.52M | Buy |
4,771
+1,297
| +37% | +$684K | 0.38% | 54 |
|
|
2024
Q2 | $1.74M | Sell |
3,474
-5
| -0.1% | -$2.5K | 0.29% | 67 |
|
|
2024
Q1 | $1.63M | Buy |
3,479
+373
| +12% | +$174K | 0.29% | 67 |
|
|
2023
Q4 | $1.36M | Sell |
3,106
-4
| -0.1% | -$1.75K | 0.27% | 58 |
|
|
2023
Q3 | $1.22M | Buy |
3,110
+702
| +29% | +$276K | 0.29% | 61 |
|
|
2023
Q2 | $981K | Buy |
2,408
+680
| +39% | +$277K | 0.23% | 82 |
|
|
2023
Q1 | $650K | Buy |
1,728
+90
| +5% | +$33.9K | 0.26% | 71 |
|
|
2022
Q4 | $584K | Buy |
1,638
+202
| +14% | +$72K | 0.24% | 66 |
|
|
2022
Q3 | $471K | Sell |
1,436
-46
| -3% | -$15.1K | 0.21% | 80 |
|
|
2022
Q2 | $538K | Sell |
1,482
-1,554
| -51% | -$564K | 0.24% | 59 |
|
|
2022
Q1 | $1.16M | Sell |
3,036
-300
| -9% | -$115K | 0.44% | 26 |
|
|
2021
Q4 | $1.47M | Buy |
3,336
+703
| +27% | +$309K | 0.49% | 21 |
|
|
2021
Q3 | $1.08M | Buy |
2,633
+786
| +43% | +$323K | 0.41% | 30 |
|
|
2021
Q2 | $733K | Sell |
1,847
-24
| -1% | -$9.53K | 0.32% | 35 |
|
|
2021
Q1 | $682K | Buy |
1,871
+66
| +4% | +$24.1K | 0.34% | 35 |
|
|
2020
Q4 | $620K | Buy |
+1,805
| New | +$620K | 0.41% | 30 |
|