True Wealth Financial Partners Purchases and Sells in Q1 2025

True Wealth Financial Partners

$164 Million
Q1 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	67.8K + 376.26%	$58.07 - $58.69 $3.94M - $3.98M	85.9K $5.04M
VOO	7.62K + 25.54%	$507.05 - $563.67 $3.86M - $4.29M	37.4K $19.2M
BABA	6 + 0.15%	$80.53 - $147.57 $483 - $885	3.91K $517K
VT	1.14K + 39.19%	$115.08 - $123.97 $131K - $141K	4.04K $468K
VUSB	3.01K + 7.79%	N/A	41.7K $0
VBR	812 + 0.95%	$183.02 - $207.75 $149K - $169K	86.1K $16M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	38.7K New	$71.17 - $73.66 $2.76M - $2.85M	38.7K $2.84M
VEA	48.8K New	$47.4 - $52.99 $2.31M - $2.59M	48.8K $2.48M
VDC	7.25K New	$206.54 - $226.16 $1.5M - $1.64M	7.25K $1.59M
VHT	5.94K New	$254.06 - $273.83 $1.51M - $1.63M	5.94K $1.57M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VAW	-14.7K - 19.56%	$185.71 - $202.46 $2.73M - $2.98M	60.5K $11.4M
BNDX	-41.2K - 22.27%	$48.33 - $49.5 $1.99M - $2.04M	144K $7.01M
VO	-4.98K - 8.33%	$251.87 - $277.95 $1.25M - $1.38M	54.8K $14.2M
BIV	-20.8K - 16.53%	$73.78 - $76.59 $1.53M - $1.59M	105K $8.03M
VEU	-35K - 13.98%	$56.51 - $62.98 $1.98M - $2.21M	216K $13.1M
AAPL	-3.03K - 58.23%	$209.68 - $247.1 $636K - $750K	2.18K $483K

Activity Summary All Purchases 10 New Holdings 4 Increased Positions 6 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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