Truepoint, Inc. Vanguard Mid Cap ETF Transaction History

Truepoint, Inc.

$3.66 Billion
Q4 2024

A detailed history of Truepoint, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Truepoint, Inc. holds 5,544 shares of VO stock, worth $1.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,544

Previous 5,899 6.02%

Holding current value

$1.5 Million

Previous $1.56 Million 5.91%

% of portfolio

0.04%

Previous 0.04%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$261.5 - $284.63 $92,832 - $101,043	-355 Reduced 6.02%	5,544 $1.46 Million
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $37,103 - $41,157	156 Added 2.72%	5,899 $1.56 Million
Q2 2024 Aug 05, 2024	BUY	$234.99 - $248.98 $7,989 - $8,465	34 Added 0.6%	5,743 $1.39 Million
Q1 2024 May 09, 2024	SELL	$225.86 - $249.86 $1.02 Million - $1.13 Million	-4,507 Reduced 44.12%	5,709 $1.43 Million
Q4 2023 Feb 12, 2024	BUY	$195.66 - $233.95 $59,480 - $71,120	304 Added 3.07%	10,216 $2.38 Million
Q3 2023 Nov 09, 2023	SELL	$206.6 - $228.23 $35,741 - $39,483	-173 Reduced 1.72%	9,912 $2.06 Million
Q2 2023 Aug 08, 2023	BUY	$203.43 - $220.16 $4,272 - $4,623	21 Added 0.21%	10,085 $2.22 Million
Q1 2023 May 08, 2023	SELL	$200.2 - $225.98 $1,201 - $1,355	-6 Reduced 0.06%	10,064 $2.12 Million
Q4 2022 Feb 13, 2023	BUY	$186.57 - $217.26 $57,276 - $66,698	307 Added 3.14%	10,070 $2.05 Million
Q3 2022 Nov 14, 2022	SELL	$187.98 - $227.42 $20,489 - $24,788	-109 Reduced 1.1%	9,763 $1.84 Million
Q2 2022 Aug 08, 2022	SELL	$190.36 - $240.41 $1,522 - $1,923	-8 Reduced 0.08%	9,872 $1.94 Million
Q1 2022 May 11, 2022	BUY	$219.86 - $253.39 $108,171 - $124,667	492 Added 5.24%	9,880 $2.35 Million
Q4 2021 Feb 02, 2022	BUY	$236.98 - $261.2 $27,015 - $29,776	114 Added 1.23%	9,388 $2.39 Million
Q3 2021 Oct 28, 2021	SELL	$229.88 - $249.8 $36,550 - $39,718	-159 Reduced 1.69%	9,274 $2.2 Million
Q2 2021 Aug 04, 2021	BUY	$223.23 - $238.25 $1.17 Million - $1.24 Million	5,225 Added 124.17%	9,433 $2.24 Million
Q1 2021 Apr 30, 2021	SELL	$203.74 - $225.89 $15,891 - $17,619	-78 Reduced 1.82%	4,208 $931,000
Q4 2020 Feb 02, 2021	BUY	$176.14 - $208.21 $754,936 - $892,388	4,286 New	4,286 $886,000
Q1 2020 May 13, 2020	SELL	$112.37 - $186.27 $524,318 - $869,135	-4,666 Closed	0 $0
Q3 2019 Nov 07, 2019	SELL	$166.82 - $169.81 $6,672 - $6,792	-40 Reduced 0.85%	4,666 $782,000
Q2 2019 Aug 08, 2019	SELL	N/A	-354 Reduced 7.0%	4,706 $787,000
Q1 2019 May 15, 2019	BUY	N/A	459 Added 9.98%	5,060 $813,000
Q4 2018 Feb 13, 2019	SELL	N/A	-5 Reduced 0.11%	4,601 $636,000
Q3 2018 Nov 14, 2018	SELL	N/A	-361 Reduced 7.27%	4,606 $756,000
Q2 2018 Aug 09, 2018	BUY	N/A	4,201 Added 548.43%	4,967 $783,000
Q1 2018 May 08, 2018	SELL	N/A	-4,518 Reduced 85.5%	766 $4.97 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-5,137 Reduced 49.29%	5,284 $818,000
Q3 2017 Nov 21, 2017	SELL	N/A	-1,521,466 Reduced 99.32%	10,421 $1.53 Million
Q3 2017 Nov 17, 2017	BUY	N/A	1,531,887	1,531,887 $1.53 Million

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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