OBWG
Onyx Bridge Wealth Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
32,870
-33,765
| -51% | -$14.8M | 1.91% | 9 |
|
|
2025
Q1 | $24.7M | Buy |
66,635
+39,057
| +142% | +$14.5M | 3.54% | 3 |
|
|
2024
Q4 | $11.3M | Sell |
27,578
-18,838
| -41% | -$7.73M | 1.63% | 14 |
|
|
2024
Q3 | $17.8M | Buy |
46,416
+4,419
| +11% | +$1.7M | 2.69% | 6 |
|
|
2024
Q2 | $15.7M | Sell |
41,997
-14,030
| -25% | -$5.25M | 2.58% | 7 |
|
|
2024
Q1 | $18.8M | Sell |
56,027
-14,517
| -21% | -$4.87M | 3.35% | 5 |
|
|
2023
Q4 | $21.9M | Buy |
70,544
+9,259
| +15% | +$2.88M | 4.43% | 3 |
|
|
2023
Q3 | $16.7M | Buy |
61,285
+38,726
| +172% | +$10.5M | 3.9% | 6 |
|
|
2023
Q2 | $6.38M | Buy |
22,559
+9,471
| +72% | +$2.68M | 1.53% | 18 |
|
|
2023
Q1 | $3.26M | Sell |
13,088
-1,398
| -10% | -$349K | 1.3% | 16 |
|
|
2022
Q4 | $3.1M | Sell |
14,486
-7,568
| -34% | -$1.62M | 1.26% | 15 |
|
|
2022
Q3 | $4.64M | Buy |
22,054
+6,563
| +42% | +$1.38M | 2.12% | 11 |
|
|
2022
Q2 | $3.72M | Sell |
15,491
-120,906
| -89% | -$29M | 1.66% | 13 |
|
|
2022
Q1 | $34.5M | Buy |
136,397
+10,596
| +8% | +$2.68M | 13.1% | 1 |
|
|
2021
Q4 | $40.6M | Buy |
125,801
+10,466
| +9% | +$3.38M | 13.7% | 1 |
|
|
2021
Q3 | $35.1M | Buy |
115,335
+103,292
| +858% | +$31.5M | 13.19% | 2 |
|
|
2021
Q2 | $3.49M | Buy |
12,043
+2,087
| +21% | +$605K | 1.51% | 14 |
|
|
2021
Q1 | $2.56M | Buy |
9,956
+5,244
| +111% | +$1.35M | 1.28% | 15 |
|
|
2020
Q4 | $1.19M | Buy |
+4,712
| New | +$1.19M | 0.78% | 19 |
|