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True Wealth Design’s VTEX VTEX Stock Holding History

True Wealth Design’s Portfolio VTEX Stock Details VTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62K Buy
406
+161
+66% +$614 ﹤0.01% 1782
2026
Q1 		$980 Buy
+245
New +$855 ﹤0.01% 1806
2025
Q4 		– Sell
-10
Closed -$44 – 2835
2025
Q3 		$44 Buy
+10
New +$51 ﹤0.01% 2590

Other funds holding VTEX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's VTEX Position: Q2 2026 in Review

True Wealth Design increased its VTEX (VTEX) stake by 66% in Q2 2026, buying an estimated $614 and bringing the position to 406 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

True Wealth Design first reported a position in VTEX in Q3 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold VTEX as of Q2 2026.

  • True Wealth Design held 406 shares of VTEX worth $1.62K as of Q2 2026.
  • True Wealth Design bought 161 VTEX shares in Q2 2026, an estimated $614.
  • VTEX made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1782 holding.
  • True Wealth Design first reported a position in VTEX in Q3 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held VTEX as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.