Trellis Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 1,114 shares of VOO stock, worth $619,216. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,114
Previous 993 12.19%
Holding current value
$619,216
Previous $497 Million 18.36%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Oct 21, 2024
BUY
$475.2 - $527.7 $57,499 - $63,851
121 Added 12.19%
1,114 $588 Million
Q2 2024

Jul 30, 2024
BUY
$455.1 - $504.28 $451,914 - $500,750
993 New
993 $497 Million

Others Institutions Holding VOO

# of Institutions
3,242
Shares Held
401M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Trellis Wealth Advisors LLC Portfolio

Follow Trellis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trellis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trellis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email