Tria Gen Wealth Management LLC Vanguard Information Technolog Transaction History

Tria Gen Wealth Management LLC

$277 Million
Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 472 shares of VGT stock, worth $302,018. This represents 0.11% of its overall portfolio holdings.

Number of Shares

472

Previous 472 -0.0%

Holding current value

$302,018

Previous $276,000 6.16%

% of portfolio

0.11%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$462.18 - $530.16 $22,646 - $25,977	-49 Reduced 9.4%	472 $247,000
Q2 2023 Aug 08, 2023	SELL	$368.4 - $443.39 $73,680 - $88,678	-200 Reduced 27.74%	521 $230,000
Q3 2022 Oct 21, 2022	SELL	$307.37 - $391.03 $32,273 - $41,058	-105 Reduced 12.71%	721 $222,000
Q2 2022 Jul 29, 2022	SELL	$315.97 - $423.43 $44,235 - $59,280	-140 Reduced 14.49%	826 $270,000
Q1 2022 Apr 29, 2022	BUY	$366.81 - $462.0 $26,410 - $33,264	72 Added 8.05%	966 $402,000
Q4 2021 Feb 09, 2022	BUY	$396.99 - $466.1 $30,568 - $35,889	77 Added 9.42%	894 $410,000
Q3 2021 Nov 10, 2021	SELL	$397.41 - $429.35 $1,589 - $1,717	-4 Reduced 0.49%	817 $328,000
Q1 2021 Apr 26, 2021	BUY	$339.41 - $380.61 $69,918 - $78,405	206 Added 33.5%	821 $294,000
Q4 2020 Feb 02, 2021	BUY	$297.99 - $355.36 $183,263 - $218,546	615 New	615 $218,000

Others Institutions Holding VGT

# of Institutions

1,843

Shares Held

51.8M

Call Options Held

968K

Put Options Held

271K

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About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Tria Gen Wealth Management LLC Vanguard Information Technolog Transaction History