Obsidian Personal Planning Solutions LLC Vanguard Growth ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 6,543 shares of VUG stock, worth $2.79 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
6,543
Previous 6,755
3.14%
Holding current value
$2.79 Million
Previous $2.53 Million
0.55%
% of portfolio
1.24%
Previous 1.59%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio