OWA
Opal Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Buy |
2,146
+277
| +15% | +$24.7K | 0.05% | 200 |
|
|
2025
Q1 | $169K | Buy |
+1,869
| New | +$169K | 0.05% | 198 |
|
|
2024
Q4 | – | Sell |
-2,167
| Closed | -$211K | – | 206 |
|
|
2024
Q3 | $211K | Buy |
2,167
+28
| +1% | +$2.73K | 0.07% | 177 |
|
|
2024
Q2 | $179K | Sell |
2,139
-24
| -1% | -$2.01K | 0.06% | 192 |
|
|
2024
Q1 | $187K | Sell |
2,163
-228
| -10% | -$19.7K | 0.06% | 175 |
|
|
2023
Q4 | $211K | Buy |
+2,391
| New | +$211K | 0.08% | 163 |
|