Trellis Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.27M Hold
2025
Q1
$2.96M Buy
2024
Q4
$662K Buy
2024
Q3
$588K Buy
2024
Q2
$497K Buy