Obsidian Personal Planning Solutions LLC Vanguard Whitehall Fds (Vangua Transaction History

Obsidian Personal Planning Solutions LLC

$153 Million
Q1 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 3,631 shares of VYM stock, worth $430,999. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,631

Previous 3,706 2.02%

Holding current value

$430,999

Previous $413,000 6.3%

% of portfolio

0.29%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$109.98 - $120.99 $8,248 - $9,074	-75 Reduced 2.02%	3,631 $439,000
Q4 2023 Jan 31, 2024	BUY	$98.71 - $111.84 $5,034 - $5,703	51 Added 1.4%	3,706 $413,000
Q3 2023 Nov 15, 2023	SELL	$103.32 - $110.34 $98,980 - $105,705	-958 Reduced 20.77%	3,655 $377,000
Q1 2023 Apr 11, 2023	BUY	$100.82 - $111.44 $83,882 - $92,718	832 Added 22.0%	4,613 $486,000
Q4 2022 Jan 18, 2023	SELL	$106.0 - $113.15 $20,246 - $21,611	-191 Reduced 4.81%	3,781 $409,000

Q3 2022 Oct 11, 2022	SELL	N/A	-108 Reduced 2.65%	3,972 $377,000
Q2 2022 Jul 19, 2022	BUY	N/A	4,080 New	4,080 $415,000

Others Institutions Holding VYM

# of Institutions

1,703

Shares Held

174M

Call Options Held

1.76M

Put Options Held

464K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

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 Whitehall Fds (Vangua Transaction History