Triad Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$798K Sell
2023
Q2
$854K Sell
2023
Q1
$853K Sell
2022
Q4
$834K Buy
2022
Q3
$707K Sell
2022
Q2
$776K Sell
2022
Q1
$1.29M Sell
2021
Q4
$1.49M Buy