Obsidian Personal Planning Solutions LLC Vanguard Small Cap Value ETF Transaction History

Obsidian Personal Planning Solutions LLC

  • $202 Million
  • Q3 2024

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 1,748 shares of VBR stock, worth $363,129. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,748
Previous 1,776 1.58%
Holding current value
$363,129
Previous $324,000 8.02%
% of portfolio
0.17%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$179.99 - $201.6 $5,039 - $5,644
-28 Reduced 1.58%
1,748 $350,000
Q1 2024

May 09, 2024
SELL
$172.45 - $191.88 $77,430 - $86,154
-449 Reduced 20.18%
1,776 $340,000
Q4 2023

Jan 31, 2024
BUY
$149.18 - $181.94 $5,967 - $7,277
40 Added 1.83%
2,225 $400,000
Q3 2023

Nov 27, 2023
SELL
$157.33 - $174.39 $103,523 - $114,748
-658 Reduced 23.14%
2,185 $348,000
Q3 2023

Nov 15, 2023
BUY
$157.33 - $174.39 $119,728 - $132,710
761 Added 36.55%
2,843 $453,000
Q1 2023

Apr 11, 2023
BUY
$150.22 - $177.69 $312,758 - $369,950
2,082 New
2,082 $330,000

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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