Opal Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Opal Wealth Advisors, LLC

  • $315 Million
  • Q3 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,291 shares of VB stock, worth $326,158. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,291
Previous 1,262 2.3%
Holding current value
$326,158
Previous $275,000 11.27%
% of portfolio
0.1%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$214.77 - $237.72 $6,228 - $6,893
29 Added 2.3%
1,291 $306,000
Q2 2024

Jul 12, 2024
SELL
$210.76 - $226.94 $17,493 - $18,836
-83 Reduced 6.17%
1,262 $275,000
Q1 2024

Apr 11, 2024
BUY
$204.0 - $228.59 $39,984 - $44,803
196 Added 17.06%
1,345 $307,000
Q4 2023

Jan 19, 2024
BUY
$175.26 - $215.9 $3,855 - $4,749
22 Added 1.95%
1,149 $245,000
Q3 2023

Oct 18, 2023
BUY
$186.24 - $208.75 $18,996 - $21,292
102 Added 9.95%
1,127 $213,000
Q2 2023

Jul 27, 2023
BUY
$181.26 - $198.89 $185,791 - $203,862
1,025 New
1,025 $203,000
Q4 2022

Feb 03, 2023
BUY
$172.82 - $196.57 $228,468 - $259,865
1,322 New
1,322 $242,000

Others Institutions Holding VB

# of Institutions
2,135
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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