Triad Financial Advisors, Inc. Vanguard Growth ETF Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 2,931 shares of VUG stock, worth $1.14 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,931

Previous 3,019 2.91%

Holding current value

$1.14 Million

Previous $854,000 6.56%

% of portfolio

0.3%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$269.56 - $293.5 $23,721 - $25,828	-88 Reduced 2.91%	2,931 $798,000
Q2 2023 Jul 31, 2023	SELL	$243.06 - $282.96 $96,980 - $112,901	-399 Reduced 11.67%	3,019 $854,000
Q1 2023 May 05, 2023	SELL	$209.25 - $249.44 $103,578 - $123,472	-495 Reduced 12.65%	3,418 $852,000
Q4 2022 Feb 14, 2023	BUY	$208.44 - $233.81 $127,148 - $142,624	610 Added 18.47%	3,913 $833,000
Q3 2022 Nov 04, 2022	SELL	$213.95 - $266.28 $37,869 - $47,131	-177 Reduced 5.09%	3,303 $707,000
Q2 2022 Aug 11, 2022	SELL	$214.97 - $293.87 $214,970 - $293,870	-1,000 Reduced 22.32%	3,480 $776,000
Q1 2022 May 09, 2022	SELL	$254.37 - $323.09 $40,953 - $52,017	-161 Reduced 3.47%	4,480 $1.29 Million
Q4 2021 May 09, 2022	BUY	$287.0 - $325.67 $1.33 Million - $1.51 Million	4,641 New	4,641 $1.49 Million

Others Institutions Holding VUG

# of Institutions

2,667

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Account

Triad Financial Advisors, Inc. Vanguard Growth ETF Transaction History