Tria Gen Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Tria Gen Wealth Management LLC

$355 Million
Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 51,492 shares of VO stock, worth $14.8 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares

51,492

Previous 49,904 3.18%

Holding current value

$14.8 Million

Previous $14 Million 8.31%

% of portfolio

4.26%

Previous 4.55%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$279.83 - $293.74 $444,370 - $466,459	1,588 Added 3.18%	51,492 $15.1 Million
Q2 2025 Jul 23, 2025	BUY	$228.54 - $279.83 $815,202 - $998,153	3,567 Added 7.7%	49,904 $14 Million
Q1 2025 May 13, 2025	SELL	$251.87 - $277.95 $116,867 - $128,968	-464 Reduced 0.99%	46,337 $12 Million
Q4 2024 Jan 23, 2025	BUY	$261.5 - $284.63 $88,648 - $96,489	339 Added 0.73%	46,801 $12.4 Million
Q3 2024 Oct 18, 2024	BUY	$237.84 - $263.83 $502,080 - $556,945	2,111 Added 4.76%	46,462 $12.3 Million

Q2 2024 Jul 18, 2024	BUY	$234.99 - $248.98 $52,167 - $55,273	222 Added 0.5%	44,351 $10.7 Million
Q1 2024 Apr 23, 2024	BUY	$225.86 - $249.86 $868,883 - $961,211	3,847 Added 9.55%	44,129 $11 Million
Q4 2023 Jan 22, 2024	BUY	$195.66 - $233.95 $311,295 - $372,214	1,591 Added 4.11%	40,282 $9.37 Million
Q3 2023 Oct 23, 2023	BUY	$206.6 - $228.23 $227,879 - $251,737	1,103 Added 2.93%	38,691 $8.06 Million
Q2 2023 Aug 08, 2023	BUY	$203.43 - $220.16 $297,007 - $321,433	1,460 Added 4.04%	37,588 $8.28 Million
Q1 2023 Apr 24, 2023	BUY	$200.2 - $225.98 $187,787 - $211,969	938 Added 2.67%	36,128 $7.62 Million
Q4 2022 Feb 09, 2023	BUY	$186.57 - $217.26 $127,800 - $148,823	685 Added 1.99%	35,190 $7.17 Million
Q3 2022 Oct 21, 2022	BUY	$187.98 - $227.42 $1.57 Million - $1.9 Million	8,373 Added 32.04%	34,505 $6.49 Million
Q2 2022 Jul 29, 2022	BUY	$190.36 - $240.41 $197,974 - $250,026	1,040 Added 4.14%	26,132 $5.15 Million
Q1 2022 Apr 29, 2022	BUY	$219.86 - $253.39 $479,734 - $552,896	2,182 Added 9.52%	25,092 $5.97 Million
Q4 2021 Feb 09, 2022	BUY	$236.98 - $261.2 $78,677 - $86,718	332 Added 1.47%	22,910 $5.84 Million
Q3 2021 Nov 10, 2021	BUY	$229.88 - $249.8 $182,754 - $198,591	795 Added 3.65%	22,578 $5.35 Million
Q2 2021 Aug 02, 2021	BUY	$223.23 - $238.25 $507,848 - $542,018	2,275 Added 11.66%	21,783 $5.24 Million
Q1 2021 Apr 26, 2021	BUY	$203.74 - $225.89 $456,173 - $505,767	2,239 Added 12.97%	19,508 $4.32 Million
Q4 2020 Feb 02, 2021	BUY	$176.14 - $208.21 $3.04 Million - $3.6 Million	17,269 New	17,269 $3.57 Million

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Tria Gen Wealth Management LLC Vanguard Mid Cap ETF Transaction History