True Wealth Design, LLC Vanguard Large Cap ETF Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$227.27 - $251.65 $83,862 - $92,858	-369 Reduced 3.03%	11,816 $2.95 Billion
Q1 2024 May 14, 2024	SELL	$214.62 - $240.49 $30,046 - $33,668	-140 Reduced 1.14%	12,185 $2.92 Billion
Q4 2023 Feb 14, 2024	SELL	$188.0 - $219.17 $13,160 - $15,341	-70 Reduced 0.56%	12,325 $2.69 Billion
Q3 2023 Nov 13, 2023	SELL	$195.09 - $209.59 $126,028 - $135,395	-646 Reduced 4.95%	12,395 $2.43 Billion
Q2 2023 Aug 14, 2023	SELL	$184.38 - $202.72 $288,185 - $316,851	-1,563 Reduced 10.7%	13,041 $2.64 Billion
Q1 2023 May 12, 2023	SELL	$172.79 - $190.36 $1,555 - $1,713	-9 Reduced 0.06%	14,604 $2.73 Billion
Q4 2022 Feb 15, 2023	BUY	$162.98 - $185.93 $2.38 Million - $2.72 Million	14,613 New	14,613 $2.55 Billion

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.68 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.46 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.76 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$921 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$838 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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