Vanguard Small-Cap Value ETF shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $364k | 2.3k | 159.49 |
| 2023-06-30 | $377k | 2.3k | 165.40 |
| 2023-03-31 | $368k | 2.3k | 158.76 |
| 2022-12-31 | $368k | 2.3k | 158.80 |
| 2022-09-30 | $332k | 2.3k | 143.23 |
| 2022-06-30 | $347k | 2.3k | 149.70 |
| 2022-03-31 | $500k | 2.8k | 175.99 |
| 2021-12-31 | $759k | 4.2k | 178.84 |