OWA
Opal Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,767
| Closed | -$356K | – | 533 |
|
|
2024
Q4 | $356K | Sell |
4,767
-258
| -5% | -$19.3K | 0.11% | 115 |
|
|
2024
Q3 | $394K | Sell |
5,025
-12
| -0.2% | -$940 | 0.12% | 95 |
|
|
2024
Q2 | $377K | Sell |
5,037
-189
| -4% | -$14.2K | 0.12% | 96 |
|
|
2024
Q1 | $394K | Sell |
5,226
-134
| -3% | -$10.1K | 0.13% | 103 |
|
|
2023
Q4 | $409K | Buy |
+5,360
| New | +$409K | 0.16% | 95 |
|