Truepoint Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Truepoint Inc’s Portfolio VO Stock Details VO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Sell	5,479 -1	-0%	-$280	0.04%	61
2025 Q1	$1.42M	Sell	5,480 -64	-1%	-$16.6K	0.04%	61
2024 Q4	$1.46M	Sell	5,544 -355	-6%	-$93.8K	0.04%	58
2024 Q3	$1.56M	Buy	5,899 +156	+3%	+$41.2K	0.04%	51
2024 Q2	$1.39M	Buy	5,743 +34	+0.6%	+$8.23K	0.04%	51
2024 Q1	$1.43M	Sell	5,709 -4,507	-44%	-$1.13M	0.04%	51
2023 Q4	$2.38M	Buy	10,216 +304	+3%	+$70.7K	0.07%	52
2023 Q3	$2.06M	Sell	9,912 -173	-2%	-$36K	0.07%	55
2023 Q2	$2.22M	Buy	10,085 +21	+0.2%	+$4.62K	0.07%	46
2023 Q1	$2.12M	Sell	10,064 -6	-0.1%	-$1.27K	0.07%	45
2022 Q4	$2.05M	Buy	10,070 +307	+3%	+$62.6K	0.07%	48
2022 Q3	$1.84M	Sell	9,763 -109	-1%	-$20.5K	0.09%	47
2022 Q2	$1.94M	Sell	9,872 -8	-0.1%	-$1.58K	0.1%	44
2022 Q1	$2.35M	Buy	9,880 +492	+5%	+$117K	0.11%	37
2021 Q4	$2.39M	Buy	9,388 +114	+1%	+$29K	0.11%	36
2021 Q3	$2.2M	Sell	9,274 -159	-2%	-$37.7K	0.11%	36
2021 Q2	$2.24M	Buy	9,433 +5,225	+124%	+$1.24M	0.12%	35
2021 Q1	$931K	Sell	4,208 -78	-2%	-$17.3K	0.06%	50
2020 Q4	$886K	Buy	+4,286	New	+$886K	0.06%	48
2020 Q1	–	Sell	-4,666	Closed	-$831K	–	110
2019 Q4	$831K	Hold	4,666	–	–	0.06%	48
2019 Q3	$782K	Sell	4,666 -40	-0.8%	-$6.7K	0.07%	44
2019 Q2	$787K	Sell	4,706 -354	-7%	-$59.2K	0.06%	48
2019 Q1	$813K	Buy	5,060 +459	+10%	+$73.7K	0.07%	44
2018 Q4	$636K	Sell	4,601 -5	-0.1%	-$691	0.06%	45
2018 Q3	$756K	Sell	4,606 -361	-7%	-$59.3K	0.07%	41
2018 Q2	$783K	Buy	4,967 +4,201	+548%	+$662K	0.07%	40
2018 Q1	$4.97K	Sell	766 -4,518	-86%	-$29.3K	0.04%	57
2017 Q4	$818K	Sell	5,284 -5,137	-49%	-$795K	0.08%	36
2017 Q3	$1.53M	Buy	10,421 +7,269	+231%	+$1.07M	0.15%	23
2017 Q2	$456K	Buy	3,152 +1,550	+97%	+$224K	0.05%	61
2017 Q1	$223K	Hold	1,602	–	–	0.02%	89
2016 Q4	$219K	Hold	1,602	–	–	0.02%	84
2016 Q3	$207K	Buy	+1,602	New	+$207K	0.03%	72