Obsidian Personal Planning Solutions LLC Vanguard Index Fds S&P 500 ETF Transaction History

Obsidian Personal Planning Solutions LLC

$202 Million
Q3 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 768 shares of VOO stock, worth $419,051. This represents 0.2% of its overall portfolio holdings.

Number of Shares

768

Previous 626 22.68%

Holding current value

$419,051

Previous $313,000 29.39%

% of portfolio

0.2%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $67,478 - $74,933	142 Added 22.68%	768 $405,000
Q2 2024 Jul 25, 2024	BUY	$455.1 - $504.28 $35,952 - $39,838	79 Added 14.44%	626 $313,000
Q1 2024 May 09, 2024	BUY	$429.43 - $481.35 $18,036 - $20,216	42 Added 8.32%	547 $262,000
Q4 2023 Jan 31, 2024	SELL	$377.32 - $438.19 $21,884 - $25,415	-58 Reduced 10.3%	505 $220,000
Q3 2023 Nov 27, 2023	SELL	$392.7 - $420.68 $5,105 - $5,468	-13 Reduced 2.26%	563 $221,000
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $226,195 - $242,311	576 New	576 $226,000
Q2 2022 Jul 19, 2022	BUY	$337.07 - $419.85 $262,240 - $326,643	778 New	778 $270,000

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Obsidian Personal Planning Solutions LLC Vanguard Index Fds S&P 500 ETF Transaction History