Triad Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$313K	Sell
2023 Q2	$348K	Hold
2023 Q1	$338K	Sell
2022 Q4	$519K	Buy
2022 Q3	$375K	Buy
2022 Q2	$283K	Sell
2022 Q1	$620K	Buy
2021 Q4	$592K	Buy