Trellis Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024
Number of Shares
3,636
Previous 3,911 7.03%
Holding current value
$369 Million
Previous $391 Million 5.8%
% of portfolio
0.18%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
N/A
-275 Reduced 7.03%
3,636 $369 Million
Q2 2024

Jul 30, 2024
BUY
N/A
3,911 New
3,911 $391 Million
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