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

Truepoint, Inc.

$3.65 Billion
Q3 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 8,656 shares of ESGV stock, worth $900,570. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,656

Previous 8,632 0.28%

Holding current value

$900,570

Previous $834,000 5.4%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$91.37 - $101.65 $2,192 - $2,439	24 Added 0.28%	8,656 $879,000
Q2 2024 Aug 05, 2024	SELL	$87.24 - $97.37 $18,407 - $20,545	-211 Reduced 2.39%	8,632 $834,000
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	$62.41 - $70.74 $156,773 - $177,698	2,512 Added 35.93%	9,504 $625,000
Q3 2022 Nov 14, 2022	BUY	$62.91 - $76.54 $439,866 - $535,167	6,992 New	6,992 $440,000

Others Institutions Holding ESGV

# of Institutions

544

Shares Held

27.2M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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