True Wealth Design, LLC Vanguard Small Cap ETF Transaction History

True Wealth Design, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,108

150M

102K

107K

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