Tria Gen Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Tria Gen Wealth Management LLC

$277 Million
Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 9,491 shares of VTI stock, worth $2.83 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

9,491

Previous 9,432 0.63%

Holding current value

$2.83 Million

Previous $2.67 Million 3.0%

% of portfolio

0.99%

Previous 0.98%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$280.04 - $302.45 $16,522 - $17,844	59 Added 0.63%	9,491 $2.75 Million
Q3 2024 Oct 18, 2024	BUY	$255.18 - $283.2 $510 - $566	2 Added 0.02%	9,432 $2.67 Million
Q2 2024 Jul 18, 2024	BUY	$245.23 - $269.4 $6,130 - $6,734	25 Added 0.27%	9,430 $2.52 Million
Q1 2024 Apr 23, 2024	BUY	$232.77 - $260.14 $2,327 - $2,601	10 Added 0.11%	9,405 $2.44 Million
Q4 2023 Jan 22, 2024	BUY	$203.12 - $238.25 $203 - $238	1 Added 0.01%	9,395 $2.23 Million
Q3 2023 Oct 23, 2023	SELL	$211.41 - $228.35 $2,748 - $2,968	-13 Reduced 0.14%	9,394 $2 Million
Q1 2023 Apr 24, 2023	BUY	$189.85 - $210.01 $13,669 - $15,120	72 Added 0.77%	9,407 $1.92 Million
Q4 2022 Feb 09, 2023	BUY	$179.3 - $204.18 $24,564 - $27,972	137 Added 1.49%	9,335 $1.78 Million
Q3 2022 Oct 21, 2022	SELL	$179.47 - $216.24 $34,817 - $41,950	-194 Reduced 2.07%	9,198 $1.65 Million
Q2 2022 Jul 29, 2022	BUY	$183.02 - $230.52 $1,830 - $2,305	10 Added 0.11%	9,392 $1.77 Million
Q1 2022 Apr 29, 2022	SELL	$209.9 - $242.97 $14,693 - $17,007	-70 Reduced 0.74%	9,382 $2.14 Million
Q4 2021 Feb 09, 2022	BUY	$221.73 - $242.96 $443 - $485	2 Added 0.02%	9,452 $2.28 Million
Q3 2021 Nov 10, 2021	SELL	$219.23 - $234.37 $12,715 - $13,593	-58 Reduced 0.61%	9,450 $2.1 Million
Q2 2021 Aug 02, 2021	SELL	$209.28 - $222.82 $10,882 - $11,586	-52 Reduced 0.54%	9,508 $2.16 Million
Q1 2021 Apr 26, 2021	BUY	$191.87 - $208.85 $451,470 - $491,424	2,353 Added 32.65%	9,560 $1.98 Million
Q4 2020 Feb 02, 2021	BUY	$166.99 - $194.64 $1.2 Million - $1.4 Million	7,207 New	7,207 $1.4 Million

Others Institutions Holding VTI

# of Institutions

3,150

Shares Held

476M

Call Options Held

1.8M

Put Options Held

620K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

Tria Gen Wealth Management LLC Vanguard Total Stock Market Et Transaction History