Tria Gen Wealth Management LLC Vanguard Extended Duration Tre Transaction History

Tria Gen Wealth Management LLC

  • $355 Million
  • Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 4,370 shares of EDV stock, worth $306,861. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,370
Previous 3,580 22.07%
Holding current value
$306,861
Previous $240,000 24.58%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$63.28 - $69.5 $49,991 - $54,905
790 Added 22.07%
4,370 $299,000
Q2 2025

Jul 23, 2025
BUY
$62.83 - $72.45 $12,314 - $14,200
196 Added 5.79%
3,580 $240,000
Q1 2025

May 13, 2025
BUY
$65.05 - $73.43 $27,386 - $30,914
421 Added 14.21%
3,384 $240,000
Q4 2024

Jan 23, 2025
BUY
$67.27 - $79.67 $2,085 - $2,469
31 Added 1.06%
2,963 $200,000
Q3 2024

Oct 18, 2024
BUY
$70.73 - $83.52 $3,395 - $4,008
48 Added 1.66%
2,932 $233,000
Q2 2024

Jul 18, 2024
BUY
$68.41 - $76.58 $197,294 - $220,856
2,884 New
2,884 $211,000

Others Institutions Holding EDV

# of Institutions
200
Shares Held
18M
Call Options Held
606K
Put Options Held
325K
View Full List

About VANGUARD EXTENDED DURATION TRE

EDV Quotes by TradingView
  • Ticker EDV
  • Sector ETFs
  • Industry ETFs
More about EDV
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