OWA
Opal Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,755
+16
| +0.9% | +$2.13K | 0.06% | 175 |
|
|
2025
Q1 | $224K | Sell |
1,739
-14
| -0.8% | -$1.81K | 0.07% | 166 |
|
|
2024
Q4 | $224K | Sell |
1,753
-1,086
| -38% | -$139K | 0.07% | 175 |
|
|
2024
Q3 | $364K | Sell |
2,839
-85
| -3% | -$10.9K | 0.11% | 107 |
|
|
2024
Q2 | $347K | Sell |
2,924
-103
| -3% | -$12.2K | 0.11% | 111 |
|
|
2024
Q1 | $366K | Buy |
3,027
+709
| +31% | +$85.8K | 0.12% | 110 |
|
|
2023
Q4 | $259K | Sell |
2,318
-688
| -23% | -$76.8K | 0.1% | 140 |
|
|
2023
Q3 | $311K | Buy |
3,006
+4
| +0.1% | +$413 | 0.18% | 96 |
|
|
2023
Q2 | $318K | Sell |
3,002
-71
| -2% | -$7.53K | 0.16% | 86 |
|
|
2023
Q1 | $324K | Buy |
3,073
+752
| +32% | +$79.3K | 0.19% | 63 |
|
|
2022
Q4 | $251K | Buy |
+2,321
| New | +$251K | 0.14% | 94 |
|