Ownership history in True Wealth Design, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 195 | -197 | -50.3% | 0.02% | $50K | $253.38 |
| 2025 Q2 | UNCHANGED | 392 | — | 0% | 0.03% | $93K | $235.40 |
| 2025 Q1 | REDUCED | 392 | -3,533 | -90.0% | 0.03% | $87K | $219.54 |
| 2024 Q2 | UNCHANGED | 3,925 | — | 0% | 0.21% | $856K | $213.56 |
| 2024 Q1 | REDUCED | 3,925 | -62 | -1.6% | 0.22% | $897K | $223.02 |
| 2023 Q4 | REDUCED | 3,987 | -31 | -0.8% | 0.24% | $851K | $207.51 |
| 2023 Q3 | ADDED | 4,018 | +19 | +0.5% | 0.25% | $760K | $182.97 |
| 2023 Q2 | UNCHANGED | 3,999 | — | 0% | 0.29% | $795K | $191.74 |
| 2023 Q1 | REDUCED | 3,999 | -375 | -8.6% | 0.32% | $758K | $182.03 |
| 2022 Q4 | INITIATED | 4,374 | — | — | 0.37% | $803K | — |
As of 2025 Q4 — sorted by position size