True Wealth Design’s Virginia National Bankshares VABK Stock Holding History

True Wealth Design’s Portfolio VABK Stock Details VABK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$334	Hold	7	–	–	﹤0.01%	2240
2026 Q2	$311	Buy	7 +1	+17%	+$42	﹤0.01%	2341
2026 Q1	$230	Sell	6 -1	-14%	-$40	﹤0.01%	2301
2025 Q4	$279	Hold	7	–	–	﹤0.01%	2143
2025 Q3	$272	Buy	7 +3	+75%	+$116	﹤0.01%	2225
2025 Q2	$148	Sell	4 -1	-20%	-$37	﹤0.01%	2148
2025 Q1	$181	Buy	+5	New	+$180	﹤0.01%	1996

Other funds holding VABK

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's VABK Position: Q3 2026 in Review

True Wealth Design held its Virginia National Bankshares (VABK) position steady in Q3 2026 at 7 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

True Wealth Design first reported a position in VABK in Q1 2025 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold VABK as of Q3 2026.

True Wealth Design held 7 shares of Virginia National Bankshares worth $334 as of Q3 2026.
True Wealth Design left its Virginia National Bankshares share count unchanged in Q3 2026.
Virginia National Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2240 holding.
True Wealth Design first reported a position in Virginia National Bankshares in Q1 2025 and has held it in 7 quarters since.
6 funds tracked by Wall St. Rank held Virginia National Bankshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.