Obsidian Personal Planning Solutions LLC Vanguard Small Cap Value ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 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 1,776 shares of VBR stock, worth $352,305. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,776
Previous 1,776
-0.0%
Holding current value
$352,305
Previous $340,000
4.71%
% of portfolio
0.2%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.33 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$769 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$760 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$730 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$467 Million0.5% of portfolio