Number of Shares
121,627.00
Current Holdings Value*
$7.55 Mil
% of Portfolio
3.67%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
34.13%

Trellis Wealth Advisors LLC's Vanguard Total International Stock Holding Summary

As of 2025-03-31, Trellis Wealth Advisors LLC held 121,627.00 shares of Vanguard Total International Stock(VXUS), totaling $7.55 Mil. This investment constitutes 3.67% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Total International Stock(VXUS) stock.

The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 1 purchases of VXUS, at an average price of $49.06, for a total of 185,706.00 shares. In addition, there have been 7 sales at an average price of $59.19 for 64,079.00 shares. Based on historical transaction data and VXUS's current price of $69.28, Trellis Wealth Advisors LLC's estimated gain on his VXUS holdings is $3.11 Mil, reflecting a 34.13% gain to date.

Trellis Wealth Advisors LLC VXUS ($69.28) Holding Chart

Trellis Wealth Advisors LLC VXUS ($69.28) 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 %

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