A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,367 shares of VO stock, worth $373,929. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,367
Previous 1,367 -0.0%
Holding current value
$373,929
Previous $300,000 5.33%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Jul 31, 2023

SELL
$203.43 - $220.16 $1,424 - $1,541
-7 Reduced 0.51%
1,367 $300,000
Q1 2023

May 05, 2023

SELL
$200.2 - $225.98 $2,602 - $2,937
-13 Reduced 0.94%
1,374 $289,000
Q4 2022

Feb 14, 2023

BUY
$186.57 - $217.26 $258,772 - $301,339
1,387 New
1,387 $282,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.