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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17	Closed	-$571	–	2828
2025 Q3	$571	Buy	17 +10	+143%	+$322	﹤0.01%	1964
2025 Q2	$183	Sell	7 -155	-96%	-$3.69K	﹤0.01%	2100
2025 Q1	$4.05K	Sell	162 -196	-55%	-$5.05K	﹤0.01%	751
2024 Q4	$9.72K	Buy	358 +43	+14%	+$1.21K	﹤0.01%	428
2024 Q3	$8.29K	Buy	+315	New	+$7.46K	﹤0.01%	454

Other funds holding VBTX

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

True Wealth Design's VBTX Position: Q4 2025 in Review

True Wealth Design sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 17 shares — an estimated $571 sold.

True Wealth Design first reported a position in VBTX in Q3 2024 and held it in 5 quarters. The position peaked at $9.72K in Q4 2024. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

True Wealth Design reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 17 Veritex Holdings shares in Q4 2025, an estimated $571.
True Wealth Design first reported a position in Veritex Holdings in Q3 2024 and held it in 5 quarters.
True Wealth Design's Veritex Holdings position peaked at $9.72K in Q4 2024.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.