Tria Gen Wealth Management LLC Vanguard Extended Duration Tre Transaction History

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 2,963 shares of EDV stock, worth $207,676. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,963
Previous 2,932 1.06%
Holding current value
$207,676
Previous $233,000 14.16%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$67.27 - $79.67 $2,085 - $2,469
31 Added 1.06%
2,963 $200,000
Q3 2024

Oct 18, 2024
BUY
$70.73 - $83.52 $3,395 - $4,008
48 Added 1.66%
2,932 $233,000
Q2 2024

Jul 18, 2024
BUY
$68.41 - $76.58 $197,294 - $220,856
2,884 New
2,884 $211,000

Others Institutions Holding EDV

# of Institutions
202
Shares Held
19.2M
Call Options Held
267K
Put Options Held
347K
View Full List

About VANGUARD EXTENDED DURATION TRE

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