Triad Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$285K	Hold	5,468	–	–	0.1%	82
2023 Q2	$301K	Sell	5,468 -28	-0.5%	-$1.47K	0.12%	73
2023 Q1	$290K	Sell	5,496 -52	-0.9%	-$2.77K	0.13%	77
2022 Q4	$283K	Buy	+5,548	New	+$283K	0.13%	84

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Triad Financial Advisors's VO Position: Q3 2023 in Review

Triad Financial Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2023 at 5,468 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #82.

Triad Financial Advisors first reported a position in VO in Q4 2022 and has held it in 4 quarters since. The position peaked at $301K in Q2 2023. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Triad Financial Advisors held 5,468 shares of Vanguard Mid-Cap ETF worth $285K as of Q3 2023.
Triad Financial Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q3 2023.
Vanguard Mid-Cap ETF made up 0.1% of Triad Financial Advisors's portfolio in Q3 2023, its #82 holding.
Triad Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 4 quarters since.
Triad Financial Advisors's Vanguard Mid-Cap ETF position peaked at $301K in Q2 2023.
1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.