Trellis Wealth Advisors LLC Vanguard Star Fd Vanguard Tota Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 146,314 shares of VXUS stock, worth $8.96 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares
146,314
Previous 156,942 6.77%
Holding current value
$8.96 Million
Previous $9.46 Billion 0.09%
% of portfolio
4.74%
Previous 5.19%

Shares

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

Oct 21, 2024
SELL
$58.03 - $65.37 $616,742 - $694,752
-10,628 Reduced 6.77%
146,314 $9.47 Billion
Q2 2024

Jul 30, 2024
SELL
$57.86 - $62.21 $271,189 - $291,578
-4,687 Reduced 2.9%
156,942 $9.46 Billion
Q1 2024

Apr 19, 2024
SELL
$55.74 - $60.35 $73,744 - $79,843
-1,323 Reduced 0.81%
161,629 $9.75 Billion
Q4 2023

Jan 19, 2024
SELL
$51.06 - $57.96 $262,448 - $297,914
-5,140 Reduced 3.06%
162,952 $9.44 Billion
Q3 2023

Oct 23, 2023
SELL
$53.3 - $58.26 $403,054 - $440,562
-7,562 Reduced 4.31%
168,092 $9 Billion
Q2 2023

Aug 10, 2023
BUY
$54.28 - $57.76 $9.53 Million - $10.1 Million
175,654 New
175,654 $9.85 Billion
Q1 2023

Aug 10, 2023
SELL
$52.07 - $56.74 $490,915 - $534,944
-9,428 Reduced 5.19%
172,138 $9.5 Billion
Q4 2022

Aug 10, 2023
BUY
$45.45 - $53.83 $268,700 - $318,242
5,912 Added 3.37%
181,566 $9.39 Billion

Others Institutions Holding VXUS

# of Institutions
1,260
Shares Held
302M
Call Options Held
160K
Put Options Held
71.7K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Trellis Wealth Advisors LLC Portfolio

Follow Trellis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trellis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trellis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email