Truepoint, Inc. VOT Holdings History

Number of Shares
1.02 Mil
Current Holdings Value*
$250.26 Mil
% of Portfolio
6.79%
Total Estimate Gain
$178.09 Mil
% of Total Estimate Gain
105.49%

Truepoint, Inc.'s Vanguard Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, Truepoint, Inc. held 1.02 Mil shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $250.26 Mil. This investment constitutes 6.79% of their stock portfolio, and Truepoint, Inc. now holds 1.64% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.

The initial trade took place in 2014Q1. And since then Truepoint, Inc. has made 20 purchases of VOT, at an average price of $126.95, for a total of 1.33 Mil shares. In addition, there have been 16 sales at an average price of $163.56 for 306,927.00 shares. Based on historical transaction data and VOT's current price of $290.06, Truepoint, Inc.'s estimated gain on his VOT holdings is $178.09 Mil, reflecting a 105.49% gain to date.

Truepoint, Inc. VOT ($290.06) Holding Chart

Truepoint, Inc. VOT ($290.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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