True Wealth Design, LLC's ownership history for VTI

True Wealth Design, LLC currently holds 14.7K shares with a market value of $4.9M. It started holding VTI on 2024-12-31. At its peak, it held 14.7K shares on 2025-12-31. Its highest holding value was $4.9M on 2025-12-31. At its lowest, it held 5.8K shares on 2025-06-30, with a value of $1.7M on 2025-03-31. In the recent 180 days, True Wealth Design, LLC has increased its shares by 8.9K. In the recent year, True Wealth Design, LLC has increased its shares by 8.1K.