Obsidian Personal Planning Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History

Obsidian Personal Planning Solutions LLC

  • $223 Million
  • Q1 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 180,847 shares of VMBS stock, worth $8.27 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
180,847
Previous 186,101 2.82%
Holding current value
$8.27 Million
Previous $8.44 Million 0.73%
% of portfolio
3.75%
Previous 4.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
SELL
$44.68 - $46.49 $234,748 - $244,258
-5,254 Reduced 2.82%
180,847 $8.38 Million
Q4 2024

Feb 13, 2025
BUY
$45.17 - $47.23 $671,723 - $702,357
14,871 Added 8.68%
186,101 $8.44 Million
Q3 2024

Nov 06, 2024
BUY
$44.9 - $47.55 $1.1 Million - $1.17 Million
24,608 Added 16.78%
171,230 $8.08 Million
Q2 2024

Jul 25, 2024
BUY
$44.15 - $45.75 $592,404 - $613,873
13,418 Added 10.07%
146,622 $6.66 Million
Q1 2024

May 09, 2024
BUY
$44.98 - $46.29 $5.99 Million - $6.17 Million
133,204 New
133,204 $6.08 Million

Others Institutions Holding VMBS

# of Institutions
683
Shares Held
371M
Call Options Held
100
Put Options Held
11.4K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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