Triad Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$407K	Buy	+2,303	New	+$407K	0.08%	177
2024 Q3	–	Sell	-85	Closed	-$13.6K	–	920
2024 Q2	$13.6K	Buy	+85	New	+$13.6K	0.01%	411