Trellis Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

Trellis Wealth Advisors LLC

  • $230 Billion
  • Q2 2025
Number of Shares
3,496
Previous 3,673 4.82%
Holding current value
$353 Million
Previous $369 Million 4.43%
% of portfolio
0.15%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
N/A
-177 Reduced 4.82%
3,496 $353 Million
Q1 2025

Apr 23, 2025
BUY
N/A
12 Added 0.33%
3,673 $369 Million
Q4 2024

Feb 03, 2025
BUY
N/A
25 Added 0.69%
3,661 $367 Million
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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