Obsidian Personal Planning Solutions LLC Vanguard Growth ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $244 Million
- Q2 2025
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 6,139 shares of VUG stock, worth $2.96 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
6,139
Previous 6,134
0.08%
Holding current value
$2.96 Million
Previous $2.27 Million
18.34%
% of portfolio
1.1%
Previous 1.02%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,765Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.01 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.42 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.91 Billion1.09% of portfolio