Ownership history in True Wealth Design, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in VANGUARD STAR FDS (VXUS). 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 Q4 | ADDED | 19,356 | +18,602 | +2467.1% | 0.43% | $1.5M | $75.36 |
| 2025 Q3 | ADDED | 754 | +565 | +298.9% | 0.02% | $55K | $72.06 |
| 2025 Q2 | ADDED | 189 | +126 | +200.0% | 0.00% | $13K | $67.44 |
| 2023 Q1 | UNCHANGED | 63 | — | 0% | 0.00% | $3K | $50.04 |
| 2022 Q4 | INITIATED | 63 | — | — | 0.00% | $3K | — |
As of 2025 Q4 — sorted by position size