Vanguard S&p 500 Etf idx shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Trellis Wealth Advisors
from 13F filings
Historical chart of Trellis Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 5.8k | 612.33 |
| 2025-06-30 | $3.3M | 5.8k | 568.01 |
| 2025-03-31 | $3.0M | 5.8k | 513.90 |
| 2024-12-31 | $662k | 1.2k | 538.81 |
| 2024-09-30 | $588k | 1.1k | 527.67 |
| 2024-06-30 | $497k | 993 | 500.13 |