A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 1,114 shares of VOO stock, worth $609,948. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,114
Previous 993 12.19%
Holding current value
$609,948
Previous $497 Million 18.36%
% of portfolio
0.29%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$475.2 - $527.7 $57,499 - $63,851
121 Added 12.19%
1,114 $588 Million
Q2 2024

Jul 30, 2024

BUY
$455.1 - $504.28 $451,914 - $500,750
993 New
993 $497 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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