OWA
Opal Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
486
-29
| -6% | -$16.5K | 0.08% | 151 |
|
|
2025
Q1 | $265K | Buy |
+515
| New | +$265K | 0.08% | 137 |
|
|
2024
Q3 | – | Sell |
-68
| Closed | -$34K | – | 1145 |
|
|
2024
Q2 | $34K | Sell |
68
-998
| -94% | -$499K | 0.01% | 406 |
|
|
2024
Q1 | $512K | Buy |
+1,066
| New | +$512K | 0.17% | 78 |
|