True Wealth Design, LLC Vanguard Small Cap ETF Transaction History

True Wealth Design, LLC

$284 Billion
Q2 2025

A detailed history of True Wealth Design, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 392 shares of VB stock, worth $101,637. This represents 0.03% of its overall portfolio holdings.

Number of Shares

392

Previous 392 -0.0%

Holding current value

$101,637

Previous $86.9 Million 6.87%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$217.89 - $252.64 $85,412 - $99,034	392 New	392 $86.9 Million
Q1 2024 May 14, 2024	SELL	$204.0 - $228.59 $12,648 - $14,172	-62 Reduced 1.56%	3,925 $897 Million
Q4 2023 Feb 14, 2024	SELL	$175.26 - $215.9 $5,433 - $6,692	-31 Reduced 0.77%	3,987 $851 Million
Q3 2023 Nov 13, 2023	BUY	$186.24 - $208.75 $3,538 - $3,966	19 Added 0.48%	4,018 $760 Million
Q1 2023 May 12, 2023	SELL	$179.51 - $208.76 $67,316 - $78,285	-375 Reduced 8.57%	3,999 $758 Million
Q4 2022 Feb 15, 2023	BUY	$172.82 - $196.57 $755,914 - $859,797	4,374 New	4,374 $803 Million

Others Institutions Holding VB

# of Institutions

2,411

Shares Held

166M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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True Wealth Design, LLC Vanguard Small Cap ETF Transaction History