Vanguard Small-Cap Value ETF shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 104k | 191.88 |
| 2023-12-31 | $18M | 98k | 179.97 |
| 2023-09-30 | $24M | 149k | 159.49 |
| 2023-06-30 | $517k | 3.1k | 165.40 |
| 2023-03-31 | $547k | 3.4k | 158.76 |
| 2022-12-31 | $426k | 2.7k | 158.80 |
| 2022-03-31 | $201k | 1.1k | 175.70 |