Tria Gen Wealth Management LLC Vanguard Bd Index Fds Transaction History

Tria Gen Wealth Management LLC

$273 Million
Q3 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Bd Index Fds stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 21,545 shares of VUSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,545

Previous 22,742 5.26%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	N/A	-1,197 Reduced 5.26%	21,545 $0
Q2 2024 Jul 18, 2024	SELL	N/A	-1,853 Reduced 7.53%	22,742 $0
Q1 2024 Apr 23, 2024	SELL	N/A	-100 Reduced 0.4%	24,595 $0
Q4 2023 Jan 22, 2024	SELL	N/A	-404 Reduced 1.61%	24,695 $0
Q3 2023 Oct 23, 2023	SELL	N/A	-1,208 Reduced 4.59%	25,099 $0
Q2 2023 Aug 08, 2023	SELL	N/A	-47,014 Reduced 64.12%	26,307 $0
Q1 2023 Apr 24, 2023	BUY	N/A	8,692 Added 13.45%	73,321 $0
Q4 2022 Feb 09, 2023	SELL	N/A	-39,366 Reduced 37.85%	64,629 $0
Q3 2022 Oct 21, 2022	BUY	N/A	46,535 Added 80.99%	103,995 $5.09 Million
Q2 2022 Jul 29, 2022	BUY	N/A	51,215 Added 820.1%	57,460 $2.83 Million
Q1 2022 Apr 29, 2022	SELL	N/A	-4,200 Reduced 40.21%	6,245 $308,000
Q4 2021 Feb 09, 2022	SELL	N/A	-1,099 Reduced 9.52%	10,445 $522,000
Q3 2021 Nov 10, 2021	BUY	N/A	11,544 New	11,544 $579,000

Others Institutions Holding VUSB

# of Institutions

322

Shares Held

47.9M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FDS

Ticker VUSB

More about VUSB

Track This Portfolio

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.

Account

Tria Gen Wealth Management LLC Vanguard Bd Index Fds Transaction History