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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $24M 121k 200.78
2024-06-30 $21M 112k 182.52
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