Trellis Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History
Trellis Wealth Advisors LLC
- $206 Billion
- Q1 2025
A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 86,727 shares of VTI stock, worth $23.5 Million. This represents 11.57% of its overall portfolio holdings.
Number of Shares
86,727
Previous 96,214
9.86%
Holding current value
$23.5 Million
Previous $27.9 Billion
14.52%
% of portfolio
11.57%
Previous 14.02%
Shares
10 transactions
Others Institutions Holding VTI
# of Institutions
3,402Shares Held
462MCall Options Held
1.31MPut Options Held
1.13M-
Vanguard Group Inc Valley Forge, PA53.7MShares$14.5 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$7.3 Billion18.8% of portfolio
-
Wealthfront Advisers LLC15.6MShares$4.23 Billion13.31% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.56 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.49 Billion1.57% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity