Truepoint, Inc. VUG Holdings History

Number of Shares
417,871.00
Current Holdings Value*
$154.95 Mil
% of Portfolio
4.2%
Total Estimate Gain
$161.60 Mil
% of Total Estimate Gain
167.81%

Truepoint, Inc.'s Vanguard Growth ETF Holding Summary

As of 2025-03-31, Truepoint, Inc. held 417,871.00 shares of Vanguard Growth ETF(VUG), totaling $154.95 Mil. This investment constitutes 4.2% of their stock portfolio, and Truepoint, Inc. now holds 0.1% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2014Q1. And since then Truepoint, Inc. has made 18 purchases of VUG, at an average price of $135.10, for a total of 712,824.00 shares. In addition, there have been 18 sales at an average price of $239.14 for 294,953.00 shares. Based on historical transaction data and VUG's current price of $448.39, Truepoint, Inc.'s estimated gain on his VUG holdings is $161.60 Mil, reflecting a 167.81% gain to date.

Truepoint, Inc. VUG ($448.39) Holding Chart

Truepoint, Inc. VUG ($448.39) 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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