TWD
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True Wealth Design’s Vail Resorts MTN Stock Holding History

True Wealth Design’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129 Sell
1
-12
-92% -$1.64K ﹤0.01% 2422
2025
Q4 		$1.73K Hold
13
– – ﹤0.01% 1505
2025
Q3 		$1.95K Sell
13
-11
-46% -$1.71K ﹤0.01% 1471
2025
Q2 		$3.77K Buy
24
+21
+700% +$3.12K ﹤0.01% 920
2025
Q1 		$481 Buy
+3
New +$499 ﹤0.01% 1554
2024
Q2 		– Sell
-3
Closed -$669 – 815
2024
Q1 		$669 Buy
3
+2
+200% +$445 ﹤0.01% 560
2023
Q4 		$214 Hold
1
– – ﹤0.01% 670
2023
Q3 		$222 Hold
1
– – ﹤0.01% 618
2023
Q2 		$252 Hold
1
– – ﹤0.01% 617
2023
Q1 		$234 Hold
1
– – ﹤0.01% 705
2022
Q4 		$238 Buy
+1
New +$235 ﹤0.01% 638

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return