OWA
Opal Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
910
+111
| +14% | +$18.3K | 0.04% | 223 |
|
|
2025
Q1 | $128K | Buy |
+799
| New | +$128K | 0.04% | 234 |
|
|
2024
Q3 | – | Sell |
-634
| Closed | -$95.4K | – | 1144 |
|
|
2024
Q2 | $95.4K | Sell |
634
-189
| -23% | -$28.4K | 0.03% | 278 |
|
|
2024
Q1 | $128K | Buy |
+823
| New | +$128K | 0.04% | 184 |
|