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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$285K	Hold	1,367	–	–	0.1%	82
2023 Q2	$301K	Sell	1,367 -7	-0.5%	-$1.54K	0.12%	73
2023 Q1	$290K	Sell	1,374 -13	-0.9%	-$2.74K	0.13%	77
2022 Q4	$283K	Buy	+1,387	New	+$283K	0.13%	84