Obsidian Personal Planning Solutions LLC Vanguard Growth ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $283 Million
- Q3 2025
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 5,925 shares of VUG stock, worth $2.86 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
5,925
Previous 6,139
3.49%
Holding current value
$2.86 Million
Previous $2.69 Million
5.57%
% of portfolio
1.01%
Previous 1.1%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio