Truepoint Inc’s Vanguard Small-Cap ETF VB Stock Holding History

Truepoint Inc’s Portfolio VB Stock Details VB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$611K	Sell	2,577 -493	-16%	-$117K	0.02%	92
2025 Q1	$681K	Sell	3,070 -654	-18%	-$145K	0.02%	79
2024 Q4	$895K	Sell	3,724 -24	-0.6%	-$5.77K	0.02%	70
2024 Q3	$889K	Buy	3,748 +221	+6%	+$52.4K	0.02%	66
2024 Q2	$769K	Buy	3,527 +66	+2%	+$14.4K	0.02%	69
2024 Q1	$791K	Sell	3,461 -6,151	-64%	-$1.41M	0.02%	68
2023 Q4	$2.05M	Sell	9,612 -79	-0.8%	-$16.9K	0.06%	57
2023 Q3	$1.83M	Buy	9,691 +112	+1%	+$21.2K	0.06%	58
2023 Q2	$1.91M	Buy	9,579 +26	+0.3%	+$5.17K	0.06%	52
2023 Q1	$1.81M	Buy	9,553 +41	+0.4%	+$7.77K	0.06%	50
2022 Q4	$1.75M	Buy	9,512 +2,093	+28%	+$384K	0.06%	53
2022 Q3	$1.27M	Sell	7,419 -90	-1%	-$15.4K	0.06%	57
2022 Q2	$1.32M	Buy	7,509 +18	+0.2%	+$3.17K	0.07%	56
2022 Q1	$1.59M	Buy	7,491 +308	+4%	+$65.5K	0.08%	48
2021 Q4	$1.62M	Buy	7,183 +26	+0.4%	+$5.88K	0.08%	46
2021 Q3	$1.57M	Sell	7,157 -492	-6%	-$108K	0.08%	48
2021 Q2	$1.72M	Buy	7,649 +6,156	+412%	+$1.39M	0.1%	40
2021 Q1	$320K	Sell	1,493 -366	-20%	-$78.4K	0.02%	92
2020 Q4	$362K	Buy	+1,859	New	+$362K	0.02%	83
2020 Q1	–	Sell	-5,892	Closed	-$976K	–	107
2019 Q4	$976K	Sell	5,892 -45	-0.8%	-$7.45K	0.07%	40
2019 Q3	$914K	Buy	5,937 +3	+0.1%	+$462	0.08%	38
2019 Q2	$930K	Buy	5,934 +48	+0.8%	+$7.52K	0.08%	45
2019 Q1	$899K	Buy	5,886 +470	+9%	+$71.8K	0.08%	39
2018 Q4	$715K	Sell	5,416 -74	-1%	-$9.77K	0.07%	44
2018 Q3	$893K	Buy	5,490 +170	+3%	+$27.7K	0.08%	35
2018 Q2	$828K	Buy	5,320 +4,542	+584%	+$707K	0.07%	38
2018 Q1	$5.3K	Sell	778 -4,966	-86%	-$33.8K	0.04%	56
2017 Q4	$849K	Buy	5,744 +434	+8%	+$64.1K	0.08%	34
2017 Q3	$750K	Buy	5,310 +359	+7%	+$50.7K	0.07%	38
2017 Q2	$675K	Buy	4,951 +1,946	+65%	+$265K	0.07%	41
2017 Q1	$400K	Buy	3,005 +10	+0.3%	+$1.33K	0.04%	65
2016 Q4	$393K	Buy	+2,995	New	+$393K	0.04%	61