Opal Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Opal Wealth Advisors, LLC

$325 Million
Q4 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,753 shares of VYM stock, worth $234,989. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,753

Previous 2,839 38.25%

Holding current value

$234,989

Previous $363,000 38.57%

% of portfolio

0.07%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$126.68 - $134.74 $137,574 - $146,327	-1,086 Reduced 38.25%	1,753 $223,000
Q3 2024 Oct 15, 2024	SELL	$117.9 - $128.2 $10,021 - $10,896	-85 Reduced 2.91%	2,839 $363,000
Q2 2024 Jul 12, 2024	SELL	$114.71 - $121.51 $11,815 - $12,515	-103 Reduced 3.4%	2,924 $346,000
Q1 2024 Apr 11, 2024	BUY	$109.98 - $120.99 $77,975 - $85,781	709 Added 30.59%	3,027 $366,000
Q4 2023 Jan 19, 2024	SELL	$98.71 - $111.84 $67,912 - $76,945	-688 Reduced 22.89%	2,318 $258,000
Q3 2023 Oct 18, 2023	BUY	$103.32 - $110.34 $413 - $441	4 Added 0.13%	3,006 $310,000
Q2 2023 Jul 27, 2023	SELL	$101.36 - $107.68 $7,196 - $7,645	-71 Reduced 2.31%	3,002 $318,000
Q1 2023 Apr 19, 2023	BUY	$100.82 - $111.44 $75,816 - $83,802	752 Added 32.4%	3,073 $324,000
Q4 2022 Feb 03, 2023	BUY	$96.14 - $113.15 $223,140 - $262,621	2,321 New	2,321 $251,000

Others Institutions Holding VYM

# of Institutions

1,947

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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Opal Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History