Tria Gen Wealth Management LLC Vanguard Mega Cap ETF Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 42,310 shares of MGC stock, worth $8.03 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
42,310
Previous 40,748 3.83%
Holding current value
$8.03 Million
Previous $6.9 Million 14.63%
% of portfolio
3.58%
Previous 3.37%

Shares

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

Apr 23, 2024
BUY
$166.37 - $187.03 $259,869 - $292,140
1,562 Added 3.83%
42,310 $7.91 Million
Q4 2023

Jan 22, 2024
BUY
$146.46 - $169.92 $96,370 - $111,807
658 Added 1.64%
40,748 $6.9 Million
Q3 2023

Oct 23, 2023
BUY
$151.3 - $161.8 $137,380 - $146,914
908 Added 2.32%
40,090 $6.09 Million
Q2 2023

Aug 08, 2023
BUY
$141.8 - $156.5 $162,077 - $178,879
1,143 Added 3.0%
39,182 $6.13 Million
Q1 2023

Apr 24, 2023
BUY
$131.13 - $144.18 $160,371 - $176,332
1,223 Added 3.32%
38,039 $5.44 Million
Q4 2022

Feb 09, 2023
BUY
$128.43 - $141.49 $100,817 - $111,069
785 Added 2.18%
36,816 $4.87 Million
Q3 2022

Oct 21, 2022
BUY
N/A
8,633 Added 31.51%
36,031 $4.5 Million
Q2 2022

Jul 29, 2022
BUY
N/A
345 Added 1.28%
27,398 $3.61 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-626 Reduced 2.26%
27,053 $4.3 Million
Q4 2021

Feb 09, 2022
BUY
N/A
338 Added 1.24%
27,679 $4.65 Million
Q3 2021

Nov 10, 2021
BUY
N/A
618 Added 2.31%
27,341 $4.17 Million
Q2 2021

Aug 02, 2021
BUY
N/A
3,439 Added 14.77%
26,723 $4.17 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-1,900 Reduced 7.54%
23,284 $3.27 Million
Q4 2020

Feb 02, 2021
BUY
N/A
25,184 New
25,184 $3.36 Million

Others Institutions Holding MGC

# of Institutions
419
Shares Held
14.5M
Call Options Held
21.1K
Put Options Held
100
View Full List

About VANGUARD MEGA CAP ETF

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