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Mvb Financial shares owned by True Wealth Design

Quarter-by-quarter ownership of Mvb Financial (MVBF) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Mvb Financial

Tip: Access up to 7 years of quarterly data

All positions including Mvb Financial held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mvb Financial by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $595 23 25.87
2025-09-30 $551 22 25.09
2025-06-30 $91 4 22.75
2025-03-31 $415 24 17.33

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Dimensional Etf Trust Emerging Mkts Va (DFEV)
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Simplify Exchange Traded Fun Mbs Etf (MTBA)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Mvb Financial

Wellington Management Company
BlackRock
Vanguard Group
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Ameriprise Financial
Endeavour Capital Advisors
Kennedy Capital Management
American Century Companies
Bridgeway Capital Management
Pure Financial Advisors
Northern Trust
Acadian Asset Management
Diamond Hill Capital Management

View all funds holding Mvb Financial