Velocity Finl shares owned by True Wealth Design
Quarter-by-quarter ownership of Velocity Finl (VEL) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Velocity Finl
Tip: Access up to 7 years of quarterly data
All positions including Velocity Finl held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Velocity Finl by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $395 | 19 | 20.79 |
| 2025-09-30 | $309 | 17 | 18.18 |
| 2025-06-30 | $612 | 33 | 18.55 |
| 2025-03-31 | $3.0k | 158 | 18.72 |
| 2024-12-31 | $2.0k | 103 | 19.56 |