OWA
Opal Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
1,254
+31
| +3% | +$7.35K | 0.08% | 139 |
|
|
2025
Q1 | $271K | Sell |
1,223
-154
| -11% | -$34.2K | 0.08% | 135 |
|
|
2024
Q4 | $331K | Buy |
1,377
+86
| +7% | +$20.7K | 0.1% | 119 |
|
|
2024
Q3 | $306K | Buy |
1,291
+29
| +2% | +$6.88K | 0.1% | 121 |
|
|
2024
Q2 | $275K | Sell |
1,262
-83
| -6% | -$18.1K | 0.09% | 129 |
|
|
2024
Q1 | $308K | Buy |
1,345
+196
| +17% | +$44.8K | 0.1% | 124 |
|
|
2023
Q4 | $245K | Buy |
1,149
+22
| +2% | +$4.69K | 0.1% | 146 |
|
|
2023
Q3 | $213K | Buy |
1,127
+102
| +10% | +$19.3K | 0.12% | 134 |
|
|
2023
Q2 | $204K | Buy |
+1,025
| New | +$204K | 0.1% | 141 |
|
|
2023
Q1 | – | Sell |
-1,322
| Closed | -$243K | – | 138 |
|
|
2022
Q4 | $243K | Buy |
+1,322
| New | +$243K | 0.13% | 99 |
|