A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,167 shares of VNQ stock, worth $212,712. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,167
Previous 2,139 1.31%
Holding current value
$212,712
Previous $179,000 17.88%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 15, 2024

BUY
$82.97 - $98.97 $2,323 - $2,771
28 Added 1.31%
2,167 $211,000
Q2 2024

Jul 12, 2024

SELL
$78.61 - $85.97 $1,886 - $2,063
-24 Reduced 1.11%
2,139 $179,000
Q1 2024

Apr 11, 2024

SELL
$82.58 - $89.12 $18,828 - $20,319
-228 Reduced 9.54%
2,163 $187,000
Q4 2023

Jan 19, 2024

BUY
$71.05 - $89.54 $169,880 - $214,090
2,391 New
2,391 $211,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


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