OWA
Opal Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Sell |
676
-458
| -40% | -$128K | 0.05% | 202 |
|
|
2025
Q1 | $293K | Buy |
1,134
+211
| +23% | +$54.6K | 0.09% | 122 |
|
|
2024
Q4 | $244K | Buy |
923
+109
| +13% | +$28.8K | 0.07% | 155 |
|
|
2024
Q3 | $215K | Sell |
814
-2
| -0.2% | -$528 | 0.07% | 173 |
|
|
2024
Q2 | $198K | Sell |
816
-43
| -5% | -$10.4K | 0.06% | 183 |
|
|
2024
Q1 | $215K | Buy |
+859
| New | +$215K | 0.07% | 165 |
|