TI
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Truepoint Inc’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Truepoint Inc’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,685
Closed -$328K – 248
2023
Q3 		$328K Buy
+4,685
New +$368K 0.01% 142

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Truepoint Inc's EDV Position: Q4 2023 in Review

Truepoint Inc sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2023, closing a stake of 4,685 shares — an estimated $328K sold.

Truepoint Inc first reported a position in EDV in Q3 2023 and held it in 1 quarter. The position peaked at $328K in Q3 2023. 184 funds tracked by Wall St. Rank hold EDV as of Q4 2023.

  • Truepoint Inc reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2023 after selling out during the quarter.
  • Truepoint Inc sold 4,685 Vanguard World Funds Extended Duration ETF shares in Q4 2023, an estimated $328K.
  • Truepoint Inc first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2023 and held it in 1 quarter.
  • Truepoint Inc's Vanguard World Funds Extended Duration ETF position peaked at $328K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.