Triad Financial Advisors, Inc. Vanguard S&P 500 Growth ETF Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 7,853 shares of VOOG stock, worth $2.86 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
7,853
Previous 7,555
3.94%
Holding current value
$2.86 Million
Previous $1.92 Million
0.99%
% of portfolio
0.73%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding VOOG
# of Institutions
603Shares Held
43.7MCall Options Held
17.1KPut Options Held
10K-
Wealthfront Advisers LLC32.1MShares$11.7 Billion9.77% of portfolio
-
Jpmorgan Chase & CO New York, NY2.43MShares$887 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC743KShares$271 Million0.02% of portfolio
-
Morgan Stanley New York, NY705KShares$257 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$232 Million7.92% of portfolio