Tria Gen Wealth Management LLC Vanguard Intermediate Term Cor Transaction History
Tria Gen Wealth Management LLC
- $355 Million
- Q3 2025
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 27,084 shares of VCIT stock, worth $2.28 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
27,084
Previous 24,747
9.44%
Holding current value
$2.28 Million
Previous $2.05 Million
11.01%
% of portfolio
0.64%
Previous 0.67%
Shares
20 transactions
Others Institutions Holding VCIT
# of Institutions
1,369Shares Held
507MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.63 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio