Obsidian Personal Planning Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
2025
Q1
$310K Sell
2024
Q4
$359K Hold
2024
Q3
$348K Sell
2024
Q2
$324K Hold
2024
Q1
$320K Sell
2023
Q4
$400K Buy
2023
Q3
$348K Sell
2023
Q2
$470K Buy
2023
Q1
$331K Buy