A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 40,127 shares of VCSH stock, worth $3.12 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
40,127
Previous 39,940 0.47%
Holding current value
$3.12 Million
Previous $3.09 Million 3.24%
% of portfolio
1.17%
Previous 1.3%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$76.94 - $79.54 $14,387 - $14,873
187 Added 0.47%
40,127 $3.19 Million
Q2 2024

Jul 18, 2024

BUY
$76.35 - $77.35 $281,502 - $285,189
3,687 Added 10.17%
39,940 $3.09 Million
Q1 2024

Apr 23, 2024

BUY
$76.87 - $77.64 $660,543 - $667,160
8,593 Added 31.07%
36,253 $2.8 Million
Q4 2023

Jan 22, 2024

SELL
$74.49 - $77.37 $165,144 - $171,529
-2,217 Reduced 7.42%
27,660 $2.14 Million
Q3 2023

Oct 23, 2023

BUY
$74.99 - $75.99 $171,127 - $173,409
2,282 Added 8.27%
29,877 $2.25 Million
Q2 2023

Aug 08, 2023

BUY
$75.46 - $76.54 $48,218 - $48,909
639 Added 2.37%
27,595 $2.09 Million
Q1 2023

Apr 24, 2023

BUY
$74.76 - $76.57 $238,110 - $243,875
3,185 Added 13.4%
26,956 $2.05 Million
Q4 2022

Feb 09, 2023

BUY
$73.35 - $75.8 $63,961 - $66,097
872 Added 3.81%
23,771 $1.79 Million
Q3 2022

Oct 21, 2022

BUY
$74.01 - $77.39 $1.38 Million - $1.44 Million
18,588 Added 431.18%
22,899 $1.7 Million
Q2 2022

Jul 29, 2022

BUY
$75.21 - $77.95 $8,573 - $8,886
114 Added 2.72%
4,311 $329,000
Q1 2022

Apr 29, 2022

SELL
$77.77 - $81.19 $135,708 - $141,676
-1,745 Reduced 29.37%
4,197 $328,000
Q4 2021

Feb 09, 2022

SELL
$81.21 - $82.44 $5,603 - $5,688
-69 Reduced 1.15%
5,942 $483,000
Q3 2021

Nov 10, 2021

SELL
$82.36 - $82.87 $3,376 - $3,397
-41 Reduced 0.68%
6,011 $495,000
Q2 2021

Aug 02, 2021

SELL
$82.34 - $82.89 $311,327 - $313,407
-3,781 Reduced 38.45%
6,052 $502,000
Q1 2021

Apr 26, 2021

SELL
$82.19 - $83.24 $34,191 - $34,627
-416 Reduced 4.06%
9,833 $811,000
Q4 2020

Feb 02, 2021

BUY
$82.66 - $83.25 $847,182 - $853,229
10,249 New
10,249 $853,000

Others Institutions Holding VCSH

About VANGUARD SHT-TERM CORP BD ETF


  • Ticker VCSH
  • Sector ETFs
  • Industry ETFs
More about VCSH
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.