Trellis Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

Trellis Wealth Advisors LLC

  • $246 Billion
  • Q3 2025
Number of Shares
11,613
Previous 11,598 0.13%
Holding current value
$911 Million
Previous $900 Million 1.2%
% of portfolio
0.37%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
15 Added 0.13%
11,613 $911 Million
Q2 2025

Jul 21, 2025
BUY
N/A
11,598 New
11,598 $900 Million
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