Tria Gen Wealth Management LLC Vanguard Small 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 Small Cap ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 30,047 shares of VB stock, worth $6.78 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
30,047
Previous 26,997 11.3%
Holding current value
$6.78 Million
Previous $5.76 Million 19.26%
% of portfolio
3.11%
Previous 2.81%

Shares

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

Apr 23, 2024
BUY
$204.0 - $228.59 $622,200 - $697,199
3,050 Added 11.3%
30,047 $6.87 Million
Q4 2023

Jan 22, 2024
BUY
$175.26 - $215.9 $153,177 - $188,696
874 Added 3.35%
26,997 $5.76 Million
Q3 2023

Oct 23, 2023
BUY
$186.24 - $208.75 $212,499 - $238,183
1,141 Added 4.57%
26,123 $4.94 Million
Q2 2023

Aug 08, 2023
BUY
$181.26 - $198.89 $169,659 - $186,161
936 Added 3.89%
24,982 $4.97 Million
Q1 2023

Apr 24, 2023
BUY
$179.51 - $208.76 $43,800 - $50,937
244 Added 1.03%
24,046 $4.56 Million
Q4 2022

Feb 09, 2023
BUY
$179.99 - $196.57 $83,155 - $90,815
462 Added 1.98%
23,802 $4.37 Million
Q3 2022

Oct 21, 2022
BUY
N/A
4,813 Added 25.98%
23,340 $3.99 Million
Q2 2022

Jul 29, 2022
BUY
N/A
345 Added 1.9%
18,527 $3.26 Million
Q1 2022

Apr 29, 2022
BUY
N/A
1,985 Added 12.26%
18,182 $3.86 Million
Q4 2021

Feb 09, 2022
BUY
N/A
475 Added 3.02%
16,197 $3.66 Million
Q3 2021

Nov 10, 2021
BUY
N/A
642 Added 4.26%
15,722 $3.44 Million
Q2 2021

Aug 02, 2021
BUY
N/A
1,521 Added 11.22%
15,080 $3.35 Million
Q1 2021

Apr 26, 2021
BUY
N/A
1,343 Added 10.99%
13,559 $2.9 Million
Q4 2020

Feb 02, 2021
BUY
N/A
12,216 New
12,216 $2.38 Million

Others Institutions Holding VB

# of Institutions
1,968
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

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