Opal Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,134 shares of VO stock, worth $306,361. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,134
Previous 923 22.86%
Holding current value
$306,361
Previous $243,000 19.75%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$251.87 - $277.95 $53,144 - $58,647
211 Added 22.86%
1,134 $291,000
Q4 2024

Jan 28, 2025
BUY
$261.5 - $284.63 $28,503 - $31,024
109 Added 13.39%
923 $243,000
Q3 2024

Oct 15, 2024
SELL
$237.84 - $263.83 $475 - $527
-2 Reduced 0.25%
814 $214,000
Q2 2024

Jul 12, 2024
SELL
$234.99 - $248.98 $10,104 - $10,706
-43 Reduced 5.01%
816 $197,000
Q1 2024

Apr 11, 2024
BUY
$225.86 - $249.86 $194,013 - $214,629
859 New
859 $214,000

Others Institutions Holding VO

# of Institutions
2,351
Shares Held
196M
Call Options Held
69.3K
Put Options Held
25.1K
View Full List

About VANGUARD MID-CAP ETF

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