True Wealth Design, LLC Vanguard Small Cap ETF Transaction History

True Wealth Design, LLC

$263 Billion
Q1 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 $89,736. This represents 0.03% of its overall portfolio holdings.

Number of Shares

392

Holding current value

$89,736

% of portfolio

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

2,367

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Account

True Wealth Design, LLC Vanguard Small Cap ETF Transaction History