OBWG
Onyx Bridge Wealth Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
36,273
-1,422
| -4% | -$190K | 0.64% | 37 |
|
|
2025
Q1 | $4.86M | Buy |
37,695
+3,321
| +10% | +$428K | 0.7% | 37 |
|
|
2024
Q4 | $4.39M | Buy |
34,374
+2,933
| +9% | +$374K | 0.63% | 38 |
|
|
2024
Q3 | $4.03M | Buy |
31,441
+6,782
| +28% | +$869K | 0.61% | 37 |
|
|
2024
Q2 | $2.92M | Buy |
24,659
+988
| +4% | +$117K | 0.48% | 44 |
|
|
2024
Q1 | $2.78M | Sell |
23,671
-74
| -0.3% | -$8.69K | 0.5% | 43 |
|
|
2023
Q4 | $2.65M | Buy |
23,745
+2,480
| +12% | +$277K | 0.53% | 33 |
|
|
2023
Q3 | $2.2M | Buy |
21,265
+5,170
| +32% | +$534K | 0.51% | 37 |
|
|
2023
Q2 | $1.71M | Buy |
+16,095
| New | +$1.71M | 0.41% | 49 |
|