Tria Gen Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 43,880 shares of VMBS stock, worth $2.03 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
43,880
Previous 41,589 5.51%
Holding current value
$2.03 Million
Previous $1.96 Million 1.32%
% of portfolio
0.72%
Previous 0.72%

Shares

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

Jan 23, 2025
BUY
$45.17 - $47.23 $103,484 - $108,203
2,291 Added 5.51%
43,880 $1.99 Million
Q3 2024

Oct 18, 2024
BUY
$44.9 - $47.55 $62,276 - $65,951
1,387 Added 3.45%
41,589 $1.96 Million
Q2 2024

Jul 18, 2024
BUY
$44.15 - $45.75 $296,290 - $307,028
6,711 Added 20.04%
40,202 $1.83 Million
Q1 2024

Apr 23, 2024
BUY
$44.98 - $46.29 $1.51 Million - $1.55 Million
33,491 New
33,491 $1.53 Million
Q4 2022

Feb 09, 2023
BUY
$43.58 - $46.9 $276,384 - $297,439
6,342 New
6,342 $288,000

Others Institutions Holding VMBS

# of Institutions
676
Shares Held
391M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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