Tria Gen Wealth Management LLC Vanguard Sht Term Corp Bd ETF Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 36,253 shares of VCSH stock, worth $2.79 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
36,253
Previous 27,660 31.07%
Holding current value
$2.79 Million
Previous $2.14 Million 30.93%
% of portfolio
1.27%
Previous 1.05%

Shares

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

Apr 23, 2024
BUY
$76.87 - $77.64 $660,543 - $667,160
8,593 Added 31.07%
36,253 $2.8 Million
Q4 2023

Jan 22, 2024
SELL
$74.49 - $77.37 $165,144 - $171,529
-2,217 Reduced 7.42%
27,660 $2.14 Million
Q3 2023

Oct 23, 2023
BUY
$74.99 - $75.99 $171,127 - $173,409
2,282 Added 8.27%
29,877 $2.25 Million
Q2 2023

Aug 08, 2023
BUY
$75.46 - $76.54 $48,218 - $48,909
639 Added 2.37%
27,595 $2.09 Million
Q1 2023

Apr 24, 2023
BUY
$74.76 - $76.57 $238,110 - $243,875
3,185 Added 13.4%
26,956 $2.05 Million
Q4 2022

Feb 09, 2023
BUY
$73.84 - $75.8 $64,388 - $66,097
872 Added 3.81%
23,771 $1.79 Million
Q3 2022

Oct 21, 2022
BUY
N/A
18,588 Added 431.18%
22,899 $1.7 Million
Q2 2022

Jul 29, 2022
BUY
N/A
114 Added 2.72%
4,311 $329,000
Q1 2022

Apr 29, 2022
SELL
N/A
-1,745 Reduced 29.37%
4,197 $328,000
Q4 2021

Feb 09, 2022
SELL
N/A
-69 Reduced 1.15%
5,942 $483,000
Q3 2021

Nov 10, 2021
SELL
N/A
-41 Reduced 0.68%
6,011 $495,000
Q2 2021

Aug 02, 2021
SELL
N/A
-3,781 Reduced 38.45%
6,052 $502,000
Q1 2021

Apr 26, 2021
SELL
N/A
-416 Reduced 4.06%
9,833 $811,000
Q4 2020

Feb 02, 2021
BUY
N/A
10,249 New
10,249 $853,000

Others Institutions Holding VCSH

# of Institutions
1,328
Shares Held
332M
Call Options Held
22.8K
Put Options Held
0
View Full List

About VANGUARD SHT-TERM CORP BD ETF

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