Triad Financial Advisors, Inc. Vanguard Small Cap ETF Transaction History

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,635 shares of VB stock, worth $353,944. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,635
Previous 1,670 2.1%
Holding current value
$353,944
Previous $332,000 6.93%
% of portfolio
0.12%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$186.24 - $208.75 $6,518 - $7,306
-35 Reduced 2.1%
1,635 $309,000
Q2 2023

Jul 31, 2023
BUY
$181.26 - $198.89 $1,631 - $1,790
9 Added 0.54%
1,670 $332,000
Q1 2023

May 05, 2023
SELL
$179.51 - $208.76 $50,801 - $59,079
-283 Reduced 14.56%
1,661 $314,000
Q4 2022

Feb 14, 2023
BUY
$179.99 - $196.57 $10,079 - $11,007
56 Added 2.97%
1,944 $356,000
Q3 2022

Nov 04, 2022
SELL
N/A
-14 Reduced 0.74%
1,888 $323,000
Q1 2022

May 09, 2022
SELL
N/A
-10 Reduced 0.52%
1,902 $404,000
Q4 2021

May 09, 2022
BUY
N/A
1,912 New
1,912 $432,000

Others Institutions Holding VB

# of Institutions
1,971
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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