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
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