Trellis Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Trellis Wealth Advisors LLC
- $230 Billion
- Q2 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 3,159 shares of VYM stock, worth $447,093. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,159
Previous 3,138
0.67%
Holding current value
$447,093
Previous $405 Million
4.05%
% of portfolio
0.18%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
2,029Shares Held
192MCall Options Held
2.08MPut Options Held
216K-
Bank Of America Corp Charlotte, NC12.1MShares$1.71 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.97MShares$1.41 Billion0.09% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL7.98MShares$1.13 Billion1.5% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.49MShares$1.06 Billion0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.17MShares$873 Million0.29% of portfolio