True Wealth Design, LLC Vanguard Small Cap ETF Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 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 195 shares of VB stock, worth $48,712. This represents 0.02% of its overall portfolio holdings.
Number of Shares
195
Previous 392
50.26%
Holding current value
$48,712
Previous $92.9 Million
46.62%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,481Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio