Vanguard Value ETF shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 1.2k | 186.49 |
| 2025-06-30 | $192k | 1.1k | 176.74 |
| 2025-03-31 | $238k | 1.4k | 172.74 |
| 2024-12-31 | $234k | 1.4k | 169.31 |
| 2024-09-30 | $314k | 1.8k | 174.57 |
| 2024-06-30 | $360k | 2.2k | 160.41 |
| 2024-03-31 | $416k | 2.6k | 162.86 |
| 2023-12-31 | $381k | 2.5k | 149.50 |
| 2023-09-30 | $243k | 1.8k | 137.93 |