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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$363K	Hold
2023 Q2	$377K	Sell
2023 Q1	$368K	Hold
2022 Q4	$368K	Hold
2022 Q3	$332K	Hold
2022 Q2	$347K	Sell
2022 Q1	$500K	Sell
2021 Q4	$759K	Buy