Trellis Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History
Trellis Wealth Advisors LLC
- $200 Billion
- Q3 2024
A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 96,621 shares of VTI stock, worth $28.7 Million. This represents 13.7% of its overall portfolio holdings.
Number of Shares
96,621
Previous 100,061
3.44%
Holding current value
$28.7 Million
Previous $26.8 Billion
2.21%
% of portfolio
13.7%
Previous 14.69%
Shares
8 transactions
Others Institutions Holding VTI
# of Institutions
3,046Shares Held
453MCall Options Held
1.81MPut Options Held
618K-
Vanguard Group Inc Valley Forge, PA50.8MShares$15.1 Billion0.26% of portfolio
-
Betterment LLC New York, NY27.7MShares$8.22 Billion18.82% of portfolio
-
Wealthfront Advisers LLC15.2MShares$4.5 Billion13.33% of portfolio
-
Us Bancorp \De\13.2MShares$3.91 Billion4.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$3.86 Billion1.69% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity