Vanguard Wellington shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Trellis Wealth Advisors
from 13F filings
Historical chart of Trellis Wealth Advisors investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 3.3k | 101.93 |
| 2025-06-30 | $353k | 3.5k | 100.93 |
| 2025-03-31 | $369k | 3.7k | 100.52 |
| 2024-12-31 | $367k | 3.7k | 100.25 |
| 2024-09-30 | $369k | 3.6k | 101.41 |
| 2024-06-30 | $391k | 3.9k | 100.08 |