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

Obsidian Personal Planning Solutions LLC

$223 Million
Q1 2025

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 4,179 shares of VYM stock, worth $565,585. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,179

Previous 3,614 15.63%

Holding current value

$565,585

Previous $461,000 16.7%

% of portfolio

0.24%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	BUY	$126.11 - $135.06 $71,252 - $76,308	565 Added 15.63%	4,179 $538,000
Q3 2024 Nov 06, 2024	SELL	$117.9 - $128.2 $2,004 - $2,179	-17 Reduced 0.47%	3,614 $463,000
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	$96.14 - $113.15 $18,362 - $21,611	-191 Reduced 4.81%	3,781 $409,000
Q3 2022 Oct 11, 2022	SELL	$94.88 - $110.28 $10,247 - $11,910	-108 Reduced 2.65%	3,972 $377,000
Q2 2022 Jul 19, 2022	BUY	$99.2 - $114.57 $404,736 - $467,445	4,080 New	4,080 $415,000

Others Institutions Holding VYM

# of Institutions

2,015

Shares Held

184M

Call Options Held

2.03M

Put Options Held

206K

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About VANGUARD WHITEHALL FDS (VANGUA

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