OPPS
Obsidian Personal Planning Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
1,494
| – | – | 0.17% | 53 |
|
|
2025
Q1 | $372K | Hold |
1,494
| – | – | 0.17% | 53 |
|
|
2024
Q4 | $404K | Hold |
1,494
| – | – | 0.19% | 53 |
|
|
2024
Q3 | $364K | Hold |
1,494
| – | – | 0.19% | 53 |
|
|
2024
Q2 | $343K | Hold |
1,494
| – | – | 0.21% | 55 |
|
|
2024
Q1 | $334K | Sell |
1,494
-180
| -11% | -$40.3K | 0.22% | 55 |
|
|
2023
Q4 | $368K | Hold |
1,674
| – | – | 0.28% | 45 |
|
|
2023
Q3 | $326K | Sell |
1,674
-838
| -33% | -$163K | 0.28% | 47 |
|
|
2023
Q2 | $517K | Buy |
2,512
+810
| +48% | +$167K | 0.64% | 25 |
|
|
2023
Q1 | $332K | Buy |
+1,702
| New | +$332K | 0.48% | 33 |
|