Triad Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$969K	Buy	2,211 +1,224	+124%	+$537K	0.2%	91
2025 Q1	$366K	Sell	987 -70	-7%	-$26K	0.11%	134
2024 Q4	$434K	Buy	+1,057	New	+$434K	0.16%	102
2024 Q3	–	Sell	-58	Closed	-$21.7K	–	923
2024 Q2	$21.7K	Buy	+58	New	+$21.7K	0.01%	331