Triad Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 5,193 shares of VIG stock, worth $945,904. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,193

Previous 5,206 0.25%

Holding current value

$945,904

Previous $845,000 4.62%

% of portfolio

0.3%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$155.38 - $166.95 $2,019 - $2,170	-13 Reduced 0.25%	5,193 $806,000
Q2 2023 Jul 31, 2023	SELL	$152.74 - $162.43 $46,127 - $49,053	-302 Reduced 5.48%	5,206 $845,000
Q1 2023 May 05, 2023	SELL	$147.24 - $158.33 $33,865 - $36,415	-230 Reduced 4.01%	5,508 $848,000
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $18,539 - $20,314	128 Added 2.28%	5,738 $871,000
Q3 2022 Nov 04, 2022	BUY	N/A	4 Added 0.07%	5,610 $758,000
Q2 2022 Aug 11, 2022	BUY	N/A	1 Added 0.02%	5,606 $804,000
Q1 2022 May 09, 2022	SELL	N/A	-156 Reduced 2.71%	5,605 $909,000
Q4 2021 May 09, 2022	BUY	N/A	5,761 New	5,761 $989,000

Others Institutions Holding VIG

# of Institutions

2,611

Shares Held

259M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Triad Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History