True Wealth Design’s Vanguard Large-Cap ETF VV Stock Holding History

True Wealth Design’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,816	Closed	-$2.95M	–	1319
2024 Q2	$2.95M	Sell	11,816 -369	-3%	-$88.6K	0.73%	18
2024 Q1	$2.92M	Sell	12,185 -140	-1%	-$32K	0.73%	19
2023 Q4	$2.69M	Sell	12,325 -70	-0.6%	-$14.3K	0.76%	19
2023 Q3	$2.43M	Sell	12,395 -646	-5%	-$132K	0.81%	20
2023 Q2	$2.64M	Sell	13,041 -1,563	-11%	-$300K	0.97%	18
2023 Q1	$2.73M	Sell	14,604 -9	-0.1%	-$1.64K	1.14%	19
2022 Q4	$2.55M	Buy	+14,613	New	+$2.56M	1.18%	17

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

True Wealth Design's VV Position: Q3 2024 in Review

True Wealth Design sold out of Vanguard Large-Cap ETF (VV) in Q3 2024, closing a stake of 11,816 shares — an estimated $2.95M sold.

True Wealth Design first reported a position in VV in Q4 2022 and held it in 7 quarters. The position peaked at $2.95M in Q2 2024. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

True Wealth Design reported no remaining Vanguard Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 11,816 Vanguard Large-Cap ETF shares in Q3 2024, an estimated $2.95M.
True Wealth Design first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 7 quarters.
True Wealth Design's Vanguard Large-Cap ETF position peaked at $2.95M in Q2 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.