OPPS
Obsidian Personal Planning Solutions’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
6,139
+5
| +0.1% | +$2.19K | 1.09% | 25 |
|
|
2025
Q1 | $2.32M | Sell |
6,134
-163
| -3% | -$61.7K | 1.04% | 25 |
|
|
2024
Q4 | $2.63M | Sell |
6,297
-246
| -4% | -$103K | 1.27% | 22 |
|
|
2024
Q3 | $2.51M | Sell |
6,543
-212
| -3% | -$81.2K | 1.31% | 22 |
|
|
2024
Q2 | $2.53M | Buy |
6,755
+39
| +0.6% | +$14.6K | 1.54% | 22 |
|
|
2024
Q1 | $2.22M | Sell |
6,716
-542
| -7% | -$179K | 1.45% | 23 |
|
|
2023
Q4 | $2.26M | Sell |
7,258
-313
| -4% | -$97.3K | 1.72% | 19 |
|
|
2023
Q3 | $2.06M | Sell |
7,571
-35
| -0.5% | -$9.53K | 1.76% | 18 |
|
|
2023
Q2 | $2.15M | Sell |
7,606
-100
| -1% | -$28.3K | 2.65% | 13 |
|
|
2023
Q1 | $1.92M | Sell |
7,706
-152
| -2% | -$37.9K | 2.8% | 13 |
|
|
2022
Q4 | $1.68M | Buy |
7,858
+53
| +0.7% | +$11.3K | 2.69% | 13 |
|
|
2022
Q3 | $1.67M | Sell |
7,805
-680
| -8% | -$145K | 3.06% | 13 |
|
|
2022
Q2 | $1.89M | Buy |
+8,485
| New | +$1.89M | 3.22% | 11 |
|