True Wealth Design, LLC Vanguard Ftse Emerging Mkts Et 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	$40.83 - $44.89 $10,207 - $11,222	-250 Reduced 1.94%	12,636 $553 Million
Q1 2024 May 14, 2024	BUY	$39.04 - $42.23 $6,519 - $7,052	167 Added 1.31%	12,886 $538 Million
Q4 2023 Feb 14, 2024	SELL	$37.74 - $41.31 $3,811 - $4,172	-101 Reduced 0.79%	12,719 $523 Million
Q3 2023 Nov 13, 2023	SELL	$39.04 - $43.07 $31,778 - $35,058	-814 Reduced 5.97%	12,820 $503 Million
Q2 2023 Aug 14, 2023	SELL	$39.05 - $42.09 $8,434 - $9,091	-216 Reduced 1.56%	13,634 $555 Million
Q1 2023 May 12, 2023	SELL	$38.45 - $43.18 $2,422 - $2,720	-63 Reduced 0.45%	13,850 $560 Million
Q4 2022 Feb 15, 2023	BUY	$35.32 - $40.67 $491,407 - $565,841	13,913 New	13,913 $542 Million

Others Institutions Holding VWO

# of Institutions

2,271

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.47 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.93 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.75 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.62 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.12 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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