Trellis Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Trellis Wealth Advisors LLC

  • $206 Billion
  • Q1 2025

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 3,138 shares of VYM stock, worth $404,864. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,138
Previous 3,118 0.64%
Holding current value
$404,864
Previous $398 Million 1.74%
% of portfolio
0.2%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,999
Shares Held
186M
Call Options Held
2.03M
Put Options Held
311K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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