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 $430,685. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,279
Previous 2,279 -0.0%
Holding current value
$430,685
Previous $376,000 3.46%
% of portfolio
0.14%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$150.74 - $165.4 $5,878 - $6,450
-39 Reduced 1.68%
2,279 $376,000
Q2 2022

Aug 11, 2022
SELL
$146.67 - $178.24 $76,708 - $93,219
-523 Reduced 18.41%
2,318 $347,000
Q1 2022

May 09, 2022
SELL
$165.62 - $182.58 $232,364 - $256,159
-1,403 Reduced 33.06%
2,841 $500,000
Q4 2021

May 09, 2022
BUY
$168.72 - $185.72 $716,047 - $788,195
4,244 New
4,244 $759,000

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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