OPPS
Obsidian Personal Planning Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
1,721
| – | – | 0.14% | 64 |
|
|
2025
Q1 | $310K | Sell |
1,721
-27
| -2% | -$4.86K | 0.14% | 67 |
|
|
2024
Q4 | $359K | Hold |
1,748
| – | – | 0.17% | 55 |
|
|
2024
Q3 | $348K | Sell |
1,748
-28
| -2% | -$5.57K | 0.18% | 56 |
|
|
2024
Q2 | $324K | Hold |
1,776
| – | – | 0.2% | 58 |
|
|
2024
Q1 | $320K | Sell |
1,776
-449
| -20% | -$81K | 0.21% | 58 |
|
|
2023
Q4 | $400K | Buy |
2,225
+40
| +2% | +$7.2K | 0.3% | 44 |
|
|
2023
Q3 | $348K | Sell |
2,185
-658
| -23% | -$105K | 0.3% | 43 |
|
|
2023
Q2 | $470K | Buy |
2,843
+761
| +37% | +$126K | 0.58% | 30 |
|
|
2023
Q1 | $331K | Buy |
+2,082
| New | +$331K | 0.48% | 34 |
|