OWA
Opal Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
4,279
| – | – | 0.36% | 33 |
|
|
2025
Q1 | $1.18M | Hold |
4,279
| – | – | 0.36% | 31 |
|
|
2024
Q4 | $1.24M | Hold |
4,279
| – | – | 0.37% | 38 |
|
|
2024
Q3 | $1.21M | Sell |
4,279
-35
| -0.8% | -$9.91K | 0.38% | 38 |
|
|
2024
Q2 | $1.15M | Buy |
4,314
+35
| +0.8% | +$9.36K | 0.37% | 37 |
|
|
2024
Q1 | $1.11M | Buy |
4,279
+15
| +0.4% | +$3.9K | 0.38% | 37 |
|
|
2023
Q4 | $1.01M | Hold |
4,264
| – | – | 0.4% | 39 |
|
|
2023
Q3 | $906K | Sell |
4,264
-6
| -0.1% | -$1.27K | 0.53% | 30 |
|
|
2023
Q2 | $941K | Hold |
4,270
| – | – | 0.47% | 25 |
|
|
2023
Q1 | $872K | Hold |
4,270
| – | – | 0.51% | 23 |
|
|
2022
Q4 | $816K | Hold |
4,270
| – | – | 0.45% | 33 |
|
|
2022
Q3 | $766K | Hold |
4,270
| – | – | 0.56% | 26 |
|
|
2022
Q2 | $805K | Hold |
4,270
| – | – | 0.53% | 27 |
|
|
2022
Q1 | $972K | Sell |
4,270
-1,058
| -20% | -$241K | 0.85% | 19 |
|
|
2021
Q4 | $1.29M | Buy |
5,328
+575
| +12% | +$139K | 0.81% | 27 |
|
|
2021
Q3 | $1.06M | Sell |
4,753
-63
| -1% | -$14K | 1.01% | 17 |
|
|
2021
Q2 | $1.07M | Buy |
4,816
+63
| +1% | +$14K | 1% | 14 |
|
|
2021
Q1 | $982K | Buy |
4,753
+248
| +6% | +$51.2K | 1.07% | 11 |
|
|
2020
Q4 | $877K | Buy |
+4,505
| New | +$877K | 1.1% | 12 |
|