Tria Gen Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 3,752 shares of BIV stock, worth $279,148. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,752
Previous 23,963 84.34%
Holding current value
$279,148
Previous $1.83 Million 84.59%
% of portfolio
0.13%
Previous 0.89%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$74.51 - $76.61 $1.51 Million - $1.55 Million
-20,211 Reduced 84.34%
3,752 $282,000
Q4 2023

Jan 22, 2024
SELL
$70.49 - $76.74 $149,368 - $162,612
-2,119 Reduced 8.12%
23,963 $1.83 Million
Q3 2023

Oct 23, 2023
BUY
$72.11 - $75.67 $109,102 - $114,488
1,513 Added 6.16%
26,082 $1.89 Million
Q2 2023

Aug 08, 2023
SELL
$74.96 - $77.47 $6,521 - $6,739
-87 Reduced 0.35%
24,569 $1.85 Million
Q1 2023

Apr 24, 2023
BUY
$73.57 - $77.31 $273,165 - $287,052
3,713 Added 17.73%
24,656 $1.89 Million
Q4 2022

Feb 09, 2023
BUY
$72.19 - $76.32 $62,011 - $65,558
859 Added 4.28%
20,943 $1.56 Million
Q3 2022

Oct 21, 2022
BUY
N/A
9,576 Added 91.13%
20,084 $1.48 Million
Q2 2022

Jul 29, 2022
BUY
N/A
416 Added 4.12%
10,508 $816,000
Q1 2022

Apr 29, 2022
BUY
N/A
999 Added 10.99%
10,092 $827,000
Q4 2021

Feb 09, 2022
BUY
N/A
26 Added 0.29%
9,093 $797,000
Q3 2021

Nov 10, 2021
BUY
N/A
363 Added 4.17%
9,067 $811,000
Q2 2021

Aug 02, 2021
SELL
N/A
-955 Reduced 9.89%
8,704 $793,000
Q1 2021

Apr 26, 2021
SELL
N/A
-234 Reduced 2.37%
9,659 $857,000
Q4 2020

Feb 02, 2021
BUY
N/A
9,893 New
9,893 $919,000

Others Institutions Holding BIV

# of Institutions
844
Shares Held
143M
Call Options Held
5.3K
Put Options Held
4.5K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email