OWA
Opal Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
396
-93
| -19% | -$25.8K | 0.03% | 261 |
|
|
2025
Q1 | $123K | Buy |
+489
| New | +$123K | 0.04% | 243 |
|
|
2024
Q3 | – | Sell |
-367
| Closed | -$91.8K | – | 1120 |
|
|
2024
Q2 | $91.8K | Buy |
367
+144
| +65% | +$36K | 0.03% | 287 |
|
|
2024
Q1 | $58.1K | Buy |
+223
| New | +$58.1K | 0.02% | 203 |
|