Tria Gen Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 21,506 shares of VTEB stock, worth $1.07 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
21,506
Previous 21,112 1.87%
Holding current value
$1.07 Million
Previous $1.08 Million 1.02%
% of portfolio
0.49%
Previous 0.53%

Shares

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

Apr 23, 2024
BUY
$50.36 - $51.06 $19,841 - $20,117
394 Added 1.87%
21,506 $1.09 Million
Q4 2023

Jan 22, 2024
BUY
$47.36 - $51.14 $9,756 - $10,534
206 Added 0.99%
21,112 $1.08 Million
Q2 2023

Aug 08, 2023
BUY
$49.5 - $51.06 $49,203 - $50,753
994 Added 4.99%
20,906 $1.05 Million
Q1 2023

Apr 24, 2023
BUY
$49.32 - $51.02 $346,620 - $358,568
7,028 Added 54.55%
19,912 $1.01 Million
Q4 2022

Feb 09, 2023
BUY
$47.61 - $50.06 $69,034 - $72,587
1,450 Added 12.68%
12,884 $637,000
Q3 2022

Oct 21, 2022
BUY
N/A
11,434 New
11,434 $550,000

Others Institutions Holding VTEB

# of Institutions
1,101
Shares Held
484M
Call Options Held
26.8K
Put Options Held
86.9K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

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