Triad Financial Advisors, Inc. Vanguard Value ETF Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 2,267 shares of VTV stock, worth $394,412. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,267

Previous 2,449 7.43%

Holding current value

$394,412

Previous $348,000 10.34%

% of portfolio

0.12%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$137.93 - $147.18 $25,103 - $26,786	-182 Reduced 7.43%	2,267 $312,000
Q1 2023 May 05, 2023	SELL	$132.13 - $144.96 $165,162 - $181,200	-1,250 Reduced 33.79%	2,449 $338,000
Q4 2022 Feb 14, 2023	BUY	$124.69 - $146.24 $83,043 - $97,395	666 Added 21.96%	3,699 $519,000
Q3 2022 Nov 04, 2022	BUY	$123.48 - $143.43 $109,897 - $127,652	890 Added 41.53%	3,033 $375,000
Q2 2022 Aug 11, 2022	SELL	$128.01 - $150.8 $262,932 - $309,743	-2,054 Reduced 48.94%	2,143 $283,000
Q1 2022 May 09, 2022	BUY	$140.46 - $150.33 $24,159 - $25,856	172 Added 4.27%	4,197 $620,000
Q4 2021 May 09, 2022	BUY	$136.43 - $147.24 $549,130 - $592,641	4,025 New	4,025 $592,000

Others Institutions Holding VTV

# of Institutions

2,185

Shares Held

507M

Call Options Held

142K

Put Options Held

35.7K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Triad Financial Advisors, Inc. Vanguard Value ETF Transaction History