Obsidian Personal Planning Solutions LLC Vanguard Mid Cap Growth Index Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 1,494 shares of VOT stock, worth $350,357. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,494
Previous 1,494
-0.0%
Holding current value
$350,357
Previous $363,000
4.41%
% of portfolio
0.19%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,066Shares Held
42.3MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$727 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$674 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$637 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$537 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$435 Million0.34% of portfolio