Tria Gen Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Tria Gen Wealth Management LLC

$355 Million
Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 23,096 shares of VTEB stock, worth $1.16 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

23,096

Previous 23,096 -0.0%

Holding current value

$1.16 Million

Previous $1.13 Million 2.12%

% of portfolio

0.33%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$48.13 - $49.85 $9,866 - $10,219	-205 Reduced 0.88%	23,096 $1.13 Million
Q2 2024 Jul 18, 2024	BUY	$49.55 - $50.44 $88,942 - $90,539	1,795 Added 8.35%	23,301 $1.17 Million
Q1 2024 Apr 23, 2024	BUY	$50.36 - $51.06 $19,841 - $20,117	394 Added 1.87%	21,506 $1.09 Million
Q4 2023 Jan 22, 2024	BUY	$47.36 - $51.14 $9,756 - $10,534	206 Added 0.99%	21,112 $1.08 Million
Q2 2023 Aug 08, 2023	BUY	$49.5 - $51.06 $49,203 - $50,753	994 Added 4.99%	20,906 $1.05 Million

Q1 2023 Apr 24, 2023	BUY	$49.32 - $51.02 $346,620 - $358,568	7,028 Added 54.55%	19,912 $1.01 Million
Q4 2022 Feb 09, 2023	BUY	$47.5 - $50.06 $68,875 - $72,587	1,450 Added 12.68%	12,884 $637,000
Q3 2022 Oct 21, 2022	BUY	$48.11 - $51.14 $550,089 - $584,734	11,434 New	11,434 $550,000

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

603M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Tria Gen Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History