Truepoint, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Truepoint, Inc.

$3.46 Billion
Q1 2024

A detailed history of Truepoint, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Truepoint, Inc. holds 8,843 shares of ESGV stock, worth $872,185. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,843

Previous 9,577 7.66%

Holding current value

$872,185

Previous $814,000 1.23%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$83.14 - $93.19 $61,024 - $68,401	-734 Reduced 7.66%	8,843 $824,000
Q4 2023 Feb 12, 2024	SELL	$71.95 - $85.41 $45,040 - $53,466	-626 Reduced 6.14%	9,577 $814,000
Q3 2023 Nov 09, 2023	BUY	$74.65 - $81.1 $447 - $486	6 Added 0.06%	10,203 $767,000
Q2 2023 Aug 08, 2023	BUY	$70.39 - $78.35 $3,519 - $3,917	50 Added 0.49%	10,197 $798,000
Q1 2023 May 08, 2023	BUY	$65.27 - $73.55 $41,968 - $47,292	643 Added 6.77%	10,147 $727,000

Q4 2022 Feb 13, 2023	BUY	$63.97 - $70.74 $160,692 - $177,698	2,512 Added 35.93%	9,504 $625,000
Q3 2022 Nov 14, 2022	BUY	N/A	6,992 New	6,992 $440,000

Others Institutions Holding ESGV

# of Institutions

502

Shares Held

29.2M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account