Truepoint, Inc. Vanguard Mid Cap Growth Index Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

A detailed history of Truepoint, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Truepoint, Inc. holds 1,021,951 shares of VOT stock, worth $277 Million. This represents 6.81% of its overall portfolio holdings.

Number of Shares

1,021,951

Previous 1,009,537 1.23%

Holding current value

$277 Million

Previous $232 Million 7.36%

% of portfolio

6.81%

Previous 6.73%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$218.05 - $243.47 $2.71 Million - $3.02 Million	12,414 Added 1.23%	1,021,951 $249 Million
Q2 2024 Aug 05, 2024	SELL	$218.75 - $234.97 $2.32 Million - $2.49 Million	-10,598 Reduced 1.04%	1,009,537 $232 Million
Q1 2024 May 09, 2024	SELL	$212.21 - $235.79 $1.21 Million - $1.35 Million	-5,710 Reduced 0.56%	1,020,135 $241 Million
Q4 2023 Feb 12, 2024	SELL	$180.9 - $221.2 $175,111 - $214,121	-968 Reduced 0.09%	1,025,845 $225 Million
Q3 2023 Nov 09, 2023	BUY	$191.65 - $213.93 $1.3 Million - $1.45 Million	6,783 Added 0.66%	1,026,813 $200 Million
Q2 2023 Aug 08, 2023	SELL	$186.22 - $205.77 $114,897 - $126,960	-617 Reduced 0.06%	1,020,030 $210 Million
Q1 2023 May 08, 2023	SELL	$177.43 - $203.61 $1.49 Million - $1.71 Million	-8,400 Reduced 0.82%	1,020,647 $199 Million
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $7.69 Million - $8.99 Million	46,378 Added 4.72%	1,029,047 $185 Million
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $5.8 Million - $7.11 Million	34,080 Added 3.59%	982,669 $168 Million
Q2 2022 Aug 08, 2022	BUY	$167.96 - $227.2 $17.1 Million - $23.2 Million	102,081 Added 12.06%	948,589 $166 Million
Q1 2022 May 11, 2022	BUY	$199.76 - $251.37 $6.3 Million - $7.93 Million	31,550 Added 3.87%	846,508 $189 Million
Q4 2021 Feb 02, 2022	BUY	$234.3 - $265.79 $809,740 - $918,570	3,456 Added 0.43%	814,958 $208 Million
Q3 2021 Oct 28, 2021	BUY	$230.42 - $251.05 $11.3 Million - $12.3 Million	49,183 Added 6.45%	811,502 $192 Million
Q2 2021 Aug 04, 2021	BUY	$210.91 - $237.31 $7.34 Million - $8.26 Million	34,803 Added 4.78%	762,319 $180 Million
Q1 2021 Apr 30, 2021	BUY	$204.75 - $230.34 $1.44 Million - $1.62 Million	7,050 Added 0.98%	727,516 $156 Million
Q4 2020 Feb 02, 2021	SELL	$178.76 - $215.29 $5.92 Million - $7.13 Million	-33,112 Reduced 4.39%	720,466 $153 Million
Q3 2020 Nov 09, 2020	SELL	$166.29 - $188.98 $4.04 Million - $4.59 Million	-24,298 Reduced 3.12%	753,578 $136 Million
Q2 2020 Aug 07, 2020	SELL	$120.77 - $169.89 $10.6 Million - $14.9 Million	-87,428 Reduced 10.1%	777,876 $128 Million
Q1 2020 May 13, 2020	SELL	$108.51 - $170.49 $5.15 Million - $8.09 Million	-47,472 Reduced 5.2%	865,304 $0
Q4 2019 Jan 27, 2020	SELL	$144.1 - $159.03 $940,973 - $1.04 Million	-6,530 Reduced 0.71%	912,776 $145 Million
Q3 2019 Nov 07, 2019	BUY	$147.12 - $150.91 $251,575 - $258,056	1,710 Added 0.19%	919,306 $136 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-3,248 Reduced 0.35%	917,596 $137 Million
Q1 2019 May 15, 2019	SELL	N/A	-14,727 Reduced 1.57%	920,844 $131 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-10,859 Reduced 1.15%	935,571 $112 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-10,748 Reduced 1.12%	946,430 $135 Million
Q2 2018 Aug 09, 2018	BUY	N/A	832,717 Added 669.06%	957,178 $129 Million
Q1 2018 May 08, 2018	SELL	N/A	-831,615 Reduced 86.98%	124,461 $960 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-926 Reduced 0.1%	956,076 $122 Million
Q3 2017 Nov 21, 2017	SELL	N/A	-115,557,971 Reduced 99.18%	957,002 $117 Million
Q3 2017 Nov 17, 2017	BUY	N/A	116,514,973	116,514,973 $117 Million

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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