Triad Wealth Partners, LLC Vanguard Growth ETF Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 16,242 shares of VUG stock, worth $7.85 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
16,242
Previous 2,211
634.6%
Holding current value
$7.85 Million
Previous $969 Million
703.55%
% of portfolio
1.0%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio