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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,392
Closed -$208K 117
2022
Q1
$208K Sell
1,392
-538
-28% -$80.4K 0.11% 104
2021
Q4
$290K Buy
+1,930
New +$290K 0.17% 90