Truepoint, Inc. Vanguard Dividend Appreciation Transaction History

Truepoint, Inc.

$3.46 Billion
Q1 2024

A detailed history of Truepoint, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Truepoint, Inc. holds 1,399 shares of VIG stock, worth $254,827. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,399

Previous 1,313 6.55%

Holding current value

$254,827

Previous $223,000 14.35%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$168.47 - $182.98 $14,488 - $15,736	86 Added 6.55%	1,399 $255,000
Q1 2023 May 08, 2023	SELL	$147.24 - $158.33 $88,344 - $94,998	-600 Reduced 31.36%	1,313 $202,000
Q4 2022 Feb 13, 2023	SELL	$144.84 - $158.71 $1.08 Million - $1.18 Million	-7,439 Reduced 79.54%	1,913 $290,000
Q2 2022 Aug 08, 2022	BUY	N/A	4,039 Added 76.02%	9,352 $1.34 Million
Q1 2022 May 11, 2022	BUY	N/A	2,146 Added 67.76%	5,313 $862,000

Q4 2021 Feb 02, 2022	BUY	N/A	720 Added 29.42%	3,167 $544,000
Q3 2021 Oct 28, 2021	BUY	N/A	334 Added 15.81%	2,447 $376,000
Q4 2020 Feb 02, 2021	BUY	N/A	2,113 New	2,113 $298,000

Others Institutions Holding VIG

# of Institutions

2,139

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

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