Triad Wealth Partners, LLC Vanguard Total World Stk Index Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 4,547 shares of VT stock, worth $633,124. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,547
Previous 2,281 99.34%
Holding current value
$633,124
Previous $293 Million 113.74%
% of portfolio
0.08%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$128.41 - $138.03 $290,977 - $312,775
2,266 Added 99.34%
4,547 $627 Million
Q2 2025

Jul 21, 2025
BUY
$103.16 - $128.52 $235,307 - $293,154
2,281 New
2,281 $293 Million

Others Institutions Holding VT

# of Institutions
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC 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 Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email