Trellis Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Trellis Wealth Advisors LLC
- $246 Billion
- Q3 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 3,178 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
Others Institutions Holding VYM
# of Institutions
2,099Shares Held
190MCall Options Held
2.01MPut Options Held
167K-
Bank Of America Corp Charlotte, NC11.9MShares$1.68 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10MShares$1.42 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.45MShares$1.05 Billion0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.47MShares$913 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$748 Million0.15% of portfolio