OBWG
Onyx Bridge Wealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,473
| Closed | -$375K | – | 311 |
|
|
2024
Q4 | $375K | Buy |
7,473
+2,649
| +55% | +$133K | 0.05% | 185 |
|
|
2024
Q3 | $247K | Buy |
4,824
+3
| +0.1% | +$153 | 0.04% | 231 |
|
|
2024
Q2 | $242K | Buy |
4,821
+1
| +0% | +$50 | 0.04% | 227 |
|
|
2024
Q1 | $240K | Sell |
4,820
-2,847
| -37% | -$142K | 0.04% | 222 |
|
|
2023
Q4 | $391K | Buy |
+7,667
| New | +$391K | 0.08% | 156 |
|
|
2023
Q1 | – | Sell |
-5,020
| Closed | -$251K | – | 208 |
|
|
2022
Q4 | $251K | Buy |
5,020
+21
| +0.4% | +$1.05K | 0.1% | 142 |
|
|
2022
Q3 | $243K | Buy |
4,999
+139
| +3% | +$6.76K | 0.11% | 129 |
|
|
2022
Q2 | $247K | Sell |
4,860
-1,372
| -22% | -$69.7K | 0.11% | 122 |
|
|
2022
Q1 | $313K | Buy |
6,232
+117
| +2% | +$5.88K | 0.12% | 101 |
|
|
2021
Q4 | $336K | Buy |
+6,115
| New | +$336K | 0.11% | 101 |
|