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 $410,695. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,635
Previous 1,670
2.1%
Holding current value
$410,695
Previous $332,000
6.93%
% of portfolio
0.12%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.31 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.84 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.81 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio