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 $387,271. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,267

Previous 2,449 7.43%

Holding current value

$387,271

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

2,543

Shares Held

543M

Call Options Held

539K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

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.

Account

Triad Financial Advisors, Inc. Vanguard Value ETF Transaction History