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 $1.25 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,931

Previous 3,019 2.91%

Holding current value

$1.25 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

2,374

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Triad Financial Advisors, Inc. Vanguard Growth ETF Transaction History