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

Obsidian Personal Planning Solutions LLC

$244 Million
Q2 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 187,223 shares of VMBS stock, worth $8.79 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

187,223

Previous 180,847 3.53%

Holding current value

$8.79 Million

Previous $8.38 Million 3.58%

% of portfolio

3.55%

Previous 3.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$45.2 - $46.6 $288,195 - $297,121	6,376 Added 3.53%	187,223 $8.68 Million
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

691

Shares Held

271M

Call Options Held

11.6K

Put Options Held

11.4K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

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