OPPS
Obsidian Personal Planning Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $390K | Hold |
1,647
| – | – | 0.16% | 54 |
|
2025
Q1 | $356K | Hold |
1,647
| – | – | 0.16% | 55 |
|
2024
Q4 | $411K | Sell |
1,647
-13
| -0.8% | -$3.25K | 0.2% | 52 |
|
2024
Q3 | $391K | Sell |
1,660
-4
| -0.2% | -$943 | 0.2% | 48 |
|
2024
Q2 | $363K | Sell |
1,664
-25
| -1% | -$5.45K | 0.22% | 51 |
|
2024
Q1 | $361K | Buy |
+1,689
| New | +$361K | 0.24% | 48 |
|