Triad Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,309 shares of VB stock, worth $327,001. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,309
Previous 907
44.32%
Holding current value
$327,001
Previous $215 Million
54.89%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio