Triad Financial Advisors, Inc. Vanguard Small Cap Value ETF Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 2,279 shares of VBR stock, worth $410,197. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,279
Previous 2,279
-0.0%
Holding current value
$410,197
Previous $376,000
3.46%
% of portfolio
0.14%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio