Triad Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Triad Financial Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$309K	Sell
2023 Q2	$332K	Buy
2023 Q1	$315K	Sell
2022 Q4	$357K	Buy
2022 Q3	$323K	Sell
2022 Q2	$335K	Hold
2022 Q1	$404K	Sell
2021 Q4	$432K	Buy