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 $427,539. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,159
Previous 3,138 0.67%
Holding current value
$427,539
Previous $405 Million 4.05%
% of portfolio
0.18%
Previous 0.2%

Shares

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

# of Institutions
2,015
Shares Held
184M
Call Options Held
2.03M
Put Options Held
206K
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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