Obsidian Personal Planning Solutions LLC Vanguard Small Cap Value ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $223 Million
- Q1 2025
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 1,721 shares of VBR stock, worth $341,549. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,721
Previous 1,748
1.54%
Holding current value
$341,549
Previous $346,000
7.51%
% of portfolio
0.14%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,733Shares Held
93MCall Options Held
44.4KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.37 Billion0.26% of portfolio
-
Assetmark, Inc4.36MShares$865 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.93MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$665 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$357 Million0.08% of portfolio