Tria Gen Wealth Management LLC Vanguard Growth ETF Transaction History

Tria Gen Wealth Management LLC

  • $355 Million
  • Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 1,116 shares of VUG stock, worth $539,608. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,116
Previous 1,116 -0.0%
Holding current value
$539,608
Previous $489,000 9.41%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 02, 2021
SELL
$257.69 - $287.23 $23,192 - $25,850
-90 Reduced 7.46%
1,116 $330,000
Q1 2021

Apr 26, 2021
BUY
$243.15 - $268.9 $3,647 - $4,033
15 Added 1.26%
1,206 $310,000
Q4 2020

Feb 02, 2021
BUY
$220.77 - $253.46 $262,937 - $301,870
1,191 New
1,191 $302,000

Others Institutions Holding VUG

# of Institutions
2,914
Shares Held
277M
Call Options Held
345K
Put Options Held
186K
View Full List

About VANGUARD GROWTH ETF

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