Opal Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-386
Closed -$117K 563
2026
Q1
$117K Buy
+386
New +$121K 0.03% 262
2025
Q3
Sell
-396
Closed -$110K 526
2025
Q2
$110K Sell
396
-93
-19% -$23.9K 0.03% 262
2025
Q1
$123K Buy
+489
New +$136K 0.04% 243
2024
Q3
Sell
-367
Closed -$91.8K 1120
2024
Q2
$91.8K Buy
367
+144
+65% +$35.9K 0.03% 287
2024
Q1
$58.1K Buy
+223
New +$54.8K 0.02% 203

Other funds holding VBK

Opal Wealth Advisors's VBK Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 386 shares — an estimated $117K sold.

Opal Wealth Advisors first reported a position in VBK in Q1 2024 and held it in 5 quarters. The position peaked at $123K in Q1 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 386 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $117K.
  • Opal Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $123K in Q1 2025.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.