OBWG
Onyx Bridge Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.99M | Sell |
32,876
-545
| -2% | -$166K | 1.32% | 19 |
|
|
2025
Q1 | $9.19M | Sell |
33,421
-413
| -1% | -$114K | 1.32% | 19 |
|
|
2024
Q4 | $9.81M | Buy |
33,834
+3
| +0% | +$869 | 1.41% | 17 |
|
|
2024
Q3 | $9.58M | Buy |
33,831
+174
| +0.5% | +$49.3K | 1.44% | 16 |
|
|
2024
Q2 | $9M | Sell |
33,657
-8
| -0% | -$2.14K | 1.48% | 16 |
|
|
2024
Q1 | $8.48M | Sell |
33,665
-240
| -0.7% | -$60.4K | 1.51% | 15 |
|
|
2023
Q4 | $8.04M | Sell |
33,905
-539
| -2% | -$128K | 1.62% | 19 |
|
|
2023
Q3 | $7.32M | Buy |
34,444
+140
| +0.4% | +$29.7K | 1.71% | 17 |
|
|
2023
Q2 | $7.56M | Buy |
34,304
+32,763
| +2,126% | +$7.22M | 1.81% | 15 |
|
|
2023
Q1 | $315K | Buy |
1,541
+1
| +0.1% | +$204 | 0.13% | 124 |
|
|
2022
Q4 | $299K | Sell |
1,540
-399
| -21% | -$77.4K | 0.12% | 121 |
|
|
2022
Q3 | $348K | Sell |
1,939
-10
| -0.5% | -$1.8K | 0.16% | 105 |
|
|
2022
Q2 | $386K | Sell |
1,949
-99
| -5% | -$19.6K | 0.17% | 82 |
|
|
2022
Q1 | $429K | Sell |
2,048
-44
| -2% | -$9.22K | 0.16% | 75 |
|
|
2021
Q4 | $508K | Buy |
2,092
+199
| +11% | +$48.3K | 0.17% | 75 |
|
|
2021
Q3 | $438K | Buy |
1,893
+405
| +27% | +$93.7K | 0.16% | 75 |
|
|
2021
Q2 | $331K | Buy |
+1,488
| New | +$331K | 0.14% | 74 |
|