Opal Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9M | Buy |
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|
2025
Q1 | $32.2M | Buy |
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|
2024
Q4 | $24.4M | Buy |
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|
2024
Q3 | $24.4M | Buy |
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|
2024
Q2 | $20.5M | Buy |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $17.7M | Sell |
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|
2023
Q3 | $23.8M | Buy |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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