True Wealth Design’s Velocity Financial VEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$612	Sell	33 -125	-79%	-$2.32K	﹤0.01%	1656
2025 Q1	$2.96K	Buy	158 +55	+53%	+$1.03K	﹤0.01%	867
2024 Q4	$2.02K	Buy	+103	New	+$2.02K	﹤0.01%	734