Trellis Wealth Advisors LLC Vanguard Sht Term Corp Bd ETF Transaction History
Trellis Wealth Advisors LLC
- $206 Billion
- Q1 2025
A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 74,819 shares of VCSH stock, worth $5.92 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
74,819
Previous 71,623
4.46%
Holding current value
$5.92 Million
Previous $5.59 Billion
5.71%
% of portfolio
2.87%
Previous 2.81%
Shares
10 transactions
Others Institutions Holding VCSH
# of Institutions
1,481Shares Held
316MCall Options Held
0Put Options Held
359K-
Bank Of America Corp Charlotte, NC63.9MShares$5.05 Billion0.42% of portfolio
-
Prudential PLC London, England, X020.9MShares$1.65 Billion8.39% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.53 Billion0.11% of portfolio
-
Envestnet Asset Management Inc7.87MShares$622 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$468 Million0.11% of portfolio