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 $406,330. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,635

Previous 1,670 2.1%

Holding current value

$406,330

Previous $332,000 6.93%

% of portfolio

0.12%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$172.82 - $196.57 $9,677 - $11,007	56 Added 2.97%	1,944 $356,000
Q3 2022 Nov 04, 2022	SELL	$170.45 - $206.62 $2,386 - $2,892	-14 Reduced 0.74%	1,888 $323,000
Q1 2022 May 09, 2022	SELL	$198.73 - $227.97 $1,987 - $2,279	-10 Reduced 0.52%	1,902 $404,000
Q4 2021 May 09, 2022	BUY	$215.13 - $239.37 $411,328 - $457,675	1,912 New	1,912 $432,000

Others Institutions Holding VB

# of Institutions

2,131

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

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