Trellis Wealth Advisors LLC VTI Holdings History
Trellis Wealth Advisors LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 86,727.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $23.84 Mil. This investment constitutes 11.57% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. In addition, there have been 8 sales at an average price of $255.20 for 27,364.00 shares. Based on historical transaction data and VTI's current price of $309.09, Trellis Wealth Advisors LLC's estimated gain on his VTI holdings is $12.07 Mil, reflecting a 55.56% gain to date.
Trellis Wealth Advisors LLC VTI ($309.09) Holding Chart
Trellis Wealth Advisors LLC VTI ($309.09) 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
