TI
Truepoint Inc’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.8M | Sell |
311,394
-298
| -0.1% | -$85K | 2.21% | 12 |
|
|
2025
Q1 | $80.1M | Buy |
311,692
+63,794
| +26% | +$16.4M | 2.17% | 13 |
|
|
2024
Q4 | $66.9M | Sell |
247,898
-3,418
| -1% | -$922K | 1.79% | 16 |
|
|
2024
Q3 | $66.2M | Sell |
251,316
-4,065
| -2% | -$1.07M | 1.78% | 15 |
|
|
2024
Q2 | $63.7M | Sell |
255,381
-6,491
| -2% | -$1.62M | 1.82% | 15 |
|
|
2024
Q1 | $62.8M | Sell |
261,872
-17,763
| -6% | -$4.26M | 1.78% | 15 |
|
|
2023
Q4 | $61M | Buy |
279,635
+11,127
| +4% | +$2.43M | 1.79% | 15 |
|
|
2023
Q3 | $52.5M | Sell |
268,508
-10,915
| -4% | -$2.14M | 1.69% | 15 |
|
|
2023
Q2 | $56.6M | Sell |
279,423
-10,642
| -4% | -$2.16M | 1.88% | 14 |
|
|
2023
Q1 | $54.2M | Sell |
290,065
-34,395
| -11% | -$6.43M | 1.87% | 14 |
|
|
2022
Q4 | $56.5M | Buy |
324,460
+167,829
| +107% | +$29.2M | 2.04% | 13 |
|
|
2022
Q3 | $25.6M | Buy |
156,631
+33,995
| +28% | +$5.56M | 1.31% | 16 |
|
|
2022
Q2 | $21.1M | Sell |
122,636
-16,549
| -12% | -$2.85M | 1.1% | 15 |
|
|
2022
Q1 | $29M | Buy |
139,185
+137,346
| +7,469% | +$28.6M | 1.38% | 14 |
|
|
2021
Q4 | $406K | Sell |
1,839
-272
| -13% | -$60.1K | 0.02% | 99 |
|
|
2021
Q3 | $424K | Buy |
+2,111
| New | +$424K | 0.02% | 92 |
|
|
2017
Q4 | – | Sell |
-8,075
| Closed | -$932K | – | 111 |
|
|
2017
Q3 | $932K | Buy |
+8,075
| New | +$932K | 0.09% | 31 |
|