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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$798K	Sell	17,586 -528	-3%	-$24.9K	0.28%	39
2023 Q2	$854K	Sell	18,114 -2,394	-12%	-$104K	0.35%	33
2023 Q1	$853K	Sell	20,508 -2,970	-13%	-$116K	0.37%	32
2022 Q4	$834K	Buy	23,478 +3,660	+18%	+$135K	0.37%	37
2022 Q3	$707K	Sell	19,818 -1,062	-5%	-$42.7K	0.38%	36
2022 Q2	$776K	Sell	20,880 -6,000	-22%	-$246K	0.43%	32
2022 Q1	$1.29M	Sell	26,880 -966	-3%	-$45.7K	0.69%	17
2021 Q4	$1.49M	Buy	+27,846	New	+$1.45M	0.88%	17

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Triad Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 2.9% in Q3 2023, selling an estimated $24.9K and leaving 17,586 shares worth $798K. The position accounts for 0.28% of the portfolio, ranked #39.

Triad Financial Advisors first reported a position in VUG in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2021. 1,829 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

Triad Financial Advisors held 17,586 shares of Vanguard Growth ETF worth $798K as of Q3 2023.
Triad Financial Advisors sold 528 Vanguard Growth ETF shares in Q3 2023, an estimated $24.9K.
Vanguard Growth ETF made up 0.28% of Triad Financial Advisors's portfolio in Q3 2023, its #39 holding.
Triad Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Vanguard Growth ETF position peaked at $1.49M in Q4 2021.
1,829 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2023.

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