OPPS
Obsidian Personal Planning Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Buy |
187,223
+6,376
| +4% | +$295K | 3.51% | 11 |
|
|
2025
Q1 | $8.38M | Sell |
180,847
-5,254
| -3% | -$243K | 3.74% | 8 |
|
|
2024
Q4 | $8.49M | Buy |
186,101
+14,871
| +9% | +$678K | 4.09% | 6 |
|
|
2024
Q3 | $7.84M | Buy |
171,230
+24,608
| +17% | +$1.13M | 4.1% | 5 |
|
|
2024
Q2 | $6.66M | Buy |
146,622
+13,418
| +10% | +$609K | 4.06% | 7 |
|
|
2024
Q1 | $5.89M | Buy |
+133,204
| New | +$5.89M | 3.87% | 6 |
|