Vanguard Small-Cap ETF shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.9M | 30k | 228.59 |
| 2023-12-31 | $5.8M | 27k | 213.33 |
| 2023-09-30 | $4.9M | 26k | 189.07 |
| 2023-06-30 | $5.0M | 25k | 198.89 |
| 2023-03-31 | $4.6M | 24k | 189.56 |
| 2022-12-31 | $4.4M | 24k | 183.54 |
| 2022-09-30 | $4.0M | 23k | 170.91 |
| 2022-06-30 | $3.3M | 19k | 176.12 |
| 2022-03-31 | $3.9M | 18k | 212.52 |
| 2021-12-31 | $3.7M | 16k | 226.03 |
| 2021-09-30 | $3.4M | 16k | 218.67 |
| 2021-06-30 | $3.3M | 15k | 221.95 |
| 2021-03-31 | $2.9M | 14k | 214.10 |
| 2020-12-31 | $2.4M | 12k | 194.66 |