Vivid Wealth Management’s Principal Financial Group PFG Stock Holding History

Vivid Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$632K	Buy
2025 Q2	$591K	Buy
2025 Q1	$628K	Buy
2024 Q4	$576K	Sell
2024 Q3	$656K	Buy
2024 Q2	$591K	Buy
2024 Q1	$650K	Buy
2023 Q4	$592K	Buy