TWD
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True Wealth Design’s Veritex Holdings VBTX Stock Holding History

True Wealth Design’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$183 Sell
7
-155
-96% -$4.05K ﹤0.01% 2100
2025
Q1 		$4.05K Sell
162
-196
-55% -$4.9K ﹤0.01% 751
2024
Q4 		$9.72K Buy
358
+43
+14% +$1.17K ﹤0.01% 428
2024
Q3 		$8.29K Buy
+315
New +$8.29K ﹤0.01% 454