Trellis Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

Trellis Wealth Advisors LLC

  • $230 Billion
  • Q2 2025
Number of Shares
11,598
Holding current value
$900 Million
% of portfolio
0.39%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
11,598 New
11,598 $900 Million
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