OWA
Opal Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Sell |
256
-145
| -36% | -$63.5K | 0.03% | 258 |
|
|
2025
Q1 | $149K | Buy |
+401
| New | +$149K | 0.05% | 218 |
|
|
2024
Q3 | – | Sell |
-293
| Closed | -$110K | – | 1155 |
|
|
2024
Q2 | $110K | Buy |
293
+102
| +53% | +$38.1K | 0.04% | 253 |
|
|
2024
Q1 | $65.7K | Buy |
+191
| New | +$65.7K | 0.02% | 202 |
|
|
2023
Q1 | – | Sell |
-1,098
| Closed | -$234K | – | 141 |
|
|
2022
Q4 | $234K | Buy |
+1,098
| New | +$234K | 0.13% | 103 |
|