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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
Q3 		– Sell
-406
Closed -$1.62K – 2793
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

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design sold out of VTEX (VTEX) in Q3 2026, closing a stake of 406 shares — an estimated $1.62K sold.

True Wealth Design first reported a position in VTEX in Q3 2025 and held it in 3 quarters. The position peaked at $1.62K in Q2 2026. 4 funds tracked by Wall St. Rank hold VTEX as of Q3 2026.

  • True Wealth Design reported no remaining VTEX position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 406 VTEX shares in Q3 2026, an estimated $1.62K.
  • True Wealth Design first reported a position in VTEX in Q3 2025 and held it in 3 quarters.
  • True Wealth Design's VTEX position peaked at $1.62K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held VTEX as of Q3 2026.

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