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True Wealth Design, LLC VEL Position History
Velocity Financial, Inc. • Financial Services
Quarters held
5
Latest value
$76
Q3 2026
Peak value
$395
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $309 |
| Q4 2025 | $395 |
| Q1 2026 | $326 |
| Q2 2026 | $93 |
| Q3 2026 | $76 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $76 | 5 | — | — |
| Q2 2026 | $93 | 5 | — | — |
| Q1 2026 | $326 | 18 | — | — |
| Q4 2025 | $395 | 19 | — | — |
| Q3 2025 | $309 | 17 | — | — |
Other funds holding VEL
$277.2M
$246.5M
$242.2M
$241.6M