A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,796 shares of VTV stock, worth $316,347. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,796
Previous 2,246 20.04%
Holding current value
$316,347
Previous $360,000 13.06%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 15, 2024

SELL
$159.75 - $174.57 $71,887 - $78,556
-450 Reduced 20.04%
1,796 $313,000
Q2 2024

Jul 12, 2024

SELL
$154.57 - $163.65 $47,298 - $50,076
-306 Reduced 11.99%
2,246 $360,000
Q1 2024

Apr 11, 2024

BUY
$147.46 - $162.86 $737 - $814
5 Added 0.2%
2,552 $415,000
Q4 2023

Jan 19, 2024

BUY
$131.82 - $149.95 $104,005 - $118,310
789 Added 44.88%
2,547 $380,000
Q3 2023

Oct 18, 2023

BUY
$137.93 - $147.18 $242,480 - $258,742
1,758 New
1,758 $242,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


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