Trellis Wealth Advisors LLC VOO Holdings History
Trellis Wealth Advisors LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 5,755.00 shares of Vanguard S&P 500 ETF(VOO), totaling $2.96 Mil. This investment constitutes 1.44% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q2. And since then Trellis Wealth Advisors LLC has made 4 purchases of VOO, at an average price of $529.68, for a total of 5,755.00 shares. Based on historical transaction data and VOO's current price of $575.22, Trellis Wealth Advisors LLC's estimated gain on his VOO holdings is $262,067.02, reflecting a 8.60% gain to date.
Trellis Wealth Advisors LLC VOO ($575.22) Holding Chart
Trellis Wealth Advisors LLC VOO ($575.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
