TFA
Triad Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $309K | Sell |
1,635
-35
| -2% | -$6.62K | 0.11% | 75 |
|
|
2023
Q2 | $332K | Buy |
1,670
+9
| +0.5% | +$1.79K | 0.14% | 65 |
|
|
2023
Q1 | $315K | Sell |
1,661
-283
| -15% | -$53.6K | 0.14% | 70 |
|
|
2022
Q4 | $357K | Buy |
1,944
+56
| +3% | +$10.3K | 0.16% | 71 |
|
|
2022
Q3 | $323K | Sell |
1,888
-14
| -0.7% | -$2.4K | 0.18% | 68 |
|
|
2022
Q2 | $335K | Hold |
1,902
| – | – | 0.19% | 69 |
|
|
2022
Q1 | $404K | Sell |
1,902
-10
| -0.5% | -$2.12K | 0.22% | 61 |
|
|
2021
Q4 | $432K | Buy |
+1,912
| New | +$432K | 0.26% | 60 |
|