A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 3,755 shares of VGSH stock, worth $218,353. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,755
Previous 3,718 1.0%
Holding current value
$218,353
Previous $215,000 2.79%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 15, 2024

BUY
$57.74 - $59.13 $2,136 - $2,187
37 Added 1.0%
3,755 $221,000
Q2 2024

Jul 12, 2024

SELL
$57.55 - $58.0 $110,783 - $111,650
-1,925 Reduced 34.11%
3,718 $215,000
Q1 2024

Apr 11, 2024

BUY
$57.88 - $58.54 $91,913 - $92,961
1,588 Added 39.16%
5,643 $327,000
Q4 2023

Jan 19, 2024

SELL
$57.34 - $58.41 $10,837 - $11,039
-189 Reduced 4.45%
4,055 $236,000
Q3 2023

Oct 18, 2023

SELL
$57.47 - $57.91 $14,654 - $14,767
-255 Reduced 5.67%
4,244 $244,000
Q2 2023

Jul 27, 2023

BUY
$57.72 - $58.69 $259,682 - $264,046
4,499 New
4,499 $259,000

Others Institutions Holding VGSH

About VANGUARD


  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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.