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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.94M	Buy	47,118 +1,788	+4%	+$76K	0.68%	20
2023 Q2	$1.92M	Sell	45,330 -6	-0%	-$239	0.79%	20
2023 Q1	$1.74M	Buy	45,336 +4,554	+11%	+$167K	0.76%	19
2022 Q4	$1.43M	Buy	40,782 +30,432	+294%	+$1.1M	0.64%	22
2022 Q3	$360K	Buy	+10,350	New	+$404K	0.2%	61

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Triad Financial Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.9% in Q3 2023, buying an estimated $76K and bringing the position to 47,118 shares worth $1.94M. The position accounts for 0.68% of the portfolio, ranked #20.

Triad Financial Advisors first reported a position in VOOG in Q3 2022 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold VOOG as of Q3 2023.

Triad Financial Advisors held 47,118 shares of Vanguard S&P 500 Growth ETF worth $1.94M as of Q3 2023.
Triad Financial Advisors bought 1,788 Vanguard S&P 500 Growth ETF shares in Q3 2023, an estimated $76K.
Vanguard S&P 500 Growth ETF made up 0.68% of Triad Financial Advisors's portfolio in Q3 2023, its #20 holding.
Triad Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2022 and has held it in 5 quarters since.
368 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2023.

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