Obsidian Personal Planning Solutions LLC Vanguard Growth ETF Transaction History

Obsidian Personal Planning Solutions LLC

$153 Million
Q1 2024

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 6,716 shares of VUG stock, worth $2.55 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

6,716

Previous 7,258 7.47%

Holding current value

$2.55 Million

Previous $2.26 Million 2.44%

% of portfolio

1.51%

Previous 1.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$301.05 - $346.61 $163,169 - $187,862	-542 Reduced 7.47%	6,716 $2.31 Million
Q4 2023 Jan 31, 2024	SELL	$261.54 - $312.16 $81,862 - $97,706	-313 Reduced 4.13%	7,258 $2.26 Million
Q3 2023 Nov 27, 2023	SELL	$269.56 - $293.5 $9,434 - $10,272	-35 Reduced 0.46%	7,571 $2.06 Million
Q3 2023 Nov 15, 2023	SELL	$269.56 - $293.5 $26,956 - $29,350	-100 Reduced 1.3%	7,606 $2.07 Million
Q1 2023 Apr 11, 2023	SELL	$209.25 - $249.44 $31,806 - $37,914	-152 Reduced 1.93%	7,706 $1.92 Million

Q4 2022 Jan 18, 2023	BUY	$208.44 - $233.81 $11,047 - $12,391	53 Added 0.68%	7,858 $1.68 Million
Q3 2022 Oct 11, 2022	SELL	N/A	-680 Reduced 8.01%	7,805 $1.67 Million
Q2 2022 Jul 19, 2022	BUY	N/A	8,485 New	8,485 $1.89 Million

Others Institutions Holding VUG

# of Institutions

2,193

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Obsidian Personal Planning Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Obsidian Personal Planning Solutions LLC with notifications on news.

Account

Obsidian Personal Planning Solutions LLC Vanguard Growth ETF Transaction History