Tria Gen Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 9,405 shares of VTI stock, worth $2.47 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
9,405
Previous 9,395 0.11%
Holding current value
$2.47 Million
Previous $2.23 Million 9.69%
% of portfolio
1.11%
Previous 1.09%

Shares

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

Apr 23, 2024
BUY
$232.77 - $260.14 $2,327 - $2,601
10 Added 0.11%
9,405 $2.44 Million
Q4 2023

Jan 22, 2024
BUY
$203.12 - $238.25 $203 - $238
1 Added 0.01%
9,395 $2.23 Million
Q3 2023

Oct 23, 2023
SELL
$211.41 - $228.35 $2,748 - $2,968
-13 Reduced 0.14%
9,394 $2 Million
Q1 2023

Apr 24, 2023
BUY
$189.85 - $210.01 $13,669 - $15,120
72 Added 0.77%
9,407 $1.92 Million
Q4 2022

Feb 09, 2023
BUY
$187.53 - $204.18 $25,691 - $27,972
137 Added 1.49%
9,335 $1.78 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-194 Reduced 2.07%
9,198 $1.65 Million
Q2 2022

Jul 29, 2022
BUY
N/A
10 Added 0.11%
9,392 $1.77 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-70 Reduced 0.74%
9,382 $2.14 Million
Q4 2021

Feb 09, 2022
BUY
N/A
2 Added 0.02%
9,452 $2.28 Million
Q3 2021

Nov 10, 2021
SELL
N/A
-58 Reduced 0.61%
9,450 $2.1 Million
Q2 2021

Aug 02, 2021
SELL
N/A
-52 Reduced 0.54%
9,508 $2.16 Million
Q1 2021

Apr 26, 2021
BUY
N/A
2,353 Added 32.65%
9,560 $1.98 Million
Q4 2020

Feb 02, 2021
BUY
N/A
7,207 New
7,207 $1.4 Million

Others Institutions Holding VTI

# of Institutions
2,840
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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