OPPS
Obsidian Personal Planning Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
2,453
+903
| +58% | +$513K | 0.56% | 30 |
|
|
2025
Q1 | $790K | Buy |
1,550
+47
| +3% | +$24K | 0.35% | 35 |
|
|
2024
Q4 | $832K | Buy |
1,503
+735
| +96% | +$407K | 0.4% | 30 |
|
|
2024
Q3 | $401K | Buy |
768
+142
| +23% | +$74.2K | 0.21% | 47 |
|
|
2024
Q2 | $313K | Buy |
626
+79
| +14% | +$39.5K | 0.19% | 59 |
|
|
2024
Q1 | $252K | Buy |
547
+42
| +8% | +$19.4K | 0.17% | 70 |
|
|
2023
Q4 | $221K | Sell |
505
-58
| -10% | -$25.3K | 0.17% | 75 |
|
|
2023
Q3 | $221K | Sell |
563
-13
| -2% | -$5.11K | 0.19% | 70 |
|
|
2023
Q2 | $235K | Buy |
+576
| New | +$235K | 0.29% | 61 |
|
|
2022
Q3 | – | Sell |
-778
| Closed | -$270K | – | 42 |
|
|
2022
Q2 | $270K | Buy |
+778
| New | +$270K | 0.46% | 35 |
|