Triad Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$1.94M	Buy	7,853 +298	+4%	+$73.6K	0.68%	20
2023 Q2	$1.92M	Sell	7,555 -1	-0%	-$254	0.79%	20
2023 Q1	$1.74M	Buy	7,556 +759	+11%	+$175K	0.76%	19
2022 Q4	$1.43M	Buy	6,797 +5,072	+294%	+$1.07M	0.64%	22
2022 Q3	$360K	Buy	+1,725	New	+$360K	0.2%	61