Trivant Custom Portfolio Group, LLC VANGUARD TOTAL STOCK MKT IDX ADM Transaction History

Trivant Custom Portfolio Group, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
3,219
Previous 3,719 13.44%
Holding current value
$476 Million
Previous $497 Million 4.22%
% of portfolio
0.26%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-500 Reduced 13.44%
3,219 $476 Million
Q1 2025

Apr 21, 2025
BUY
N/A
3,719 New
3,719 $497 Million
Q4 2023

Jan 25, 2024
BUY
N/A
3,719 New
3,719 $431 Million
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