OWA
Opal Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.7K | Buy |
+199
| New | +$55.7K | 0.02% | 360 |
|
|
2024
Q3 | – | Sell |
-27
| Closed | -$6.35K | – | 1137 |
|
|
2024
Q2 | $6.35K | Hold |
27
| – | – | ﹤0.01% | 751 |
|
|
2024
Q1 | $6.59K | Buy |
+27
| New | +$6.59K | ﹤0.01% | 261 |
|
|
2023
Q1 | – | Sell |
-4,074
| Closed | -$744K | – | 139 |
|
|
2022
Q4 | $744K | Buy |
4,074
+1,613
| +66% | +$295K | 0.41% | 37 |
|
|
2022
Q3 | $388K | Sell |
2,461
-1,856
| -43% | -$293K | 0.28% | 52 |
|
|
2022
Q2 | $705K | Buy |
+4,317
| New | +$705K | 0.47% | 31 |
|