A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 3,178 shares of VYM stock, worth $448,129. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,178
Previous 3,159 0.6%
Holding current value
$448,129
Previous $421 Million 6.36%
% of portfolio
0.18%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$132.9 - $142.03 $2,525 - $2,698
19 Added 0.6%
3,178 $448 Million
Q2 2025

Jul 21, 2025

BUY
$114.78 - $133.31 $2,410 - $2,799
21 Added 0.67%
3,159 $421 Million
Q1 2025

Apr 23, 2025

BUY
$126.11 - $135.06 $2,522 - $2,701
20 Added 0.64%
3,138 $405 Million
Q4 2024

Feb 03, 2025

BUY
$126.68 - $134.74 $394,988 - $420,119
3,118 New
3,118 $398 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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.