A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 367 shares of VBK stock, worth $94,865. This represents 0.03% of its overall portfolio holdings.

Number of Shares
367
Previous 223 64.57%
Holding current value
$94,865
Previous $58,000 56.9%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$237.63 - $258.31 $34,218 - $37,196
144 Added 64.57%
367 $91,000
Q1 2024

Apr 11, 2024

BUY
$231.0 - $260.72 $51,513 - $58,140
223 New
223 $58,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.