OPPS
Obsidian Personal Planning Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
890
| – | – | 0.1% | 91 |
|
|
2025
Q1 | $221K | Sell |
890
-63
| -7% | -$15.6K | 0.1% | 98 |
|
|
2024
Q4 | $278K | Hold |
953
| – | – | 0.13% | 68 |
|
|
2024
Q3 | $254K | Buy |
953
+24
| +3% | +$6.4K | 0.13% | 73 |
|
|
2024
Q2 | $232K | Sell |
929
-5
| -0.5% | -$1.25K | 0.14% | 83 |
|
|
2024
Q1 | $226K | Buy |
+934
| New | +$226K | 0.15% | 86 |
|
|
2023
Q3 | – | Sell |
-1,291
| Closed | -$297K | – | 80 |
|
|
2023
Q2 | $297K | Buy |
+1,291
| New | +$297K | 0.37% | 50 |
|