Tria Gen Wealth Management LLC Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 44,129 shares of VO stock, worth $11 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
44,129
Previous 40,282 9.55%
Holding current value
$11 Million
Previous $9.37 Million 17.66%
% of portfolio
4.99%
Previous 4.58%

Shares

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

Apr 23, 2024
BUY
$225.86 - $249.86 $868,883 - $961,211
3,847 Added 9.55%
44,129 $11 Million
Q4 2023

Jan 22, 2024
BUY
$195.66 - $233.95 $311,295 - $372,214
1,591 Added 4.11%
40,282 $9.37 Million
Q3 2023

Oct 23, 2023
BUY
$206.6 - $228.23 $227,879 - $251,737
1,103 Added 2.93%
38,691 $8.06 Million
Q2 2023

Aug 08, 2023
BUY
$203.43 - $220.16 $297,007 - $321,433
1,460 Added 4.04%
37,588 $8.28 Million
Q1 2023

Apr 24, 2023
BUY
$200.2 - $225.98 $187,787 - $211,969
938 Added 2.67%
36,128 $7.62 Million
Q4 2022

Feb 09, 2023
BUY
$199.06 - $217.26 $136,356 - $148,823
685 Added 1.99%
35,190 $7.17 Million
Q3 2022

Oct 21, 2022
BUY
N/A
8,373 Added 32.04%
34,505 $6.49 Million
Q2 2022

Jul 29, 2022
BUY
N/A
1,040 Added 4.14%
26,132 $5.15 Million
Q1 2022

Apr 29, 2022
BUY
N/A
2,182 Added 9.52%
25,092 $5.97 Million
Q4 2021

Feb 09, 2022
BUY
N/A
332 Added 1.47%
22,910 $5.84 Million
Q3 2021

Nov 10, 2021
BUY
N/A
795 Added 3.65%
22,578 $5.35 Million
Q2 2021

Aug 02, 2021
BUY
N/A
2,275 Added 11.66%
21,783 $5.24 Million
Q1 2021

Apr 26, 2021
BUY
N/A
2,239 Added 12.97%
19,508 $4.32 Million
Q4 2020

Feb 02, 2021
BUY
N/A
17,269 New
17,269 $3.57 Million

Others Institutions Holding VO

# of Institutions
1,956
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email