Tria Gen Wealth Management LLC Vanguard Information Technolog Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 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 $252,335. This represents 0.11% of its overall portfolio holdings.

Number of Shares
472
Previous 521 9.4%
Holding current value
$252,335
Previous $252,000 1.98%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-105 Reduced 12.71%
721 $222,000
Q2 2022

Jul 29, 2022
SELL
N/A
-140 Reduced 14.49%
826 $270,000
Q1 2022

Apr 29, 2022
BUY
N/A
72 Added 8.05%
966 $402,000
Q4 2021

Feb 09, 2022
BUY
N/A
77 Added 9.42%
894 $410,000
Q3 2021

Nov 10, 2021
SELL
N/A
-4 Reduced 0.49%
817 $328,000
Q1 2021

Apr 26, 2021
BUY
N/A
206 Added 33.5%
821 $294,000
Q4 2020

Feb 02, 2021
BUY
N/A
615 New
615 $218,000

Others Institutions Holding VGT

# of Institutions
1,525
Shares Held
47.3M
Call Options Held
335K
Put Options Held
294K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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