Truepoint, Inc. VV Holdings History
Number of Shares
311,692.00
Current Holdings Value*
$80.11 Mil
% of Portfolio
2.17%
Total Estimate Gain
$27.93 Mil
% of Total Estimate Gain
33.41%
Truepoint, Inc.'s Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Truepoint, Inc. held 311,692.00 shares of Vanguard Large Cap ETF(VV), totaling $80.11 Mil. This investment constitutes 2.17% of their stock portfolio, and Truepoint, Inc. now holds 0.2% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2021Q3. And since then Truepoint, Inc. has made 6 purchases of VV, at an average price of $200.86, for a total of 416,202.00 shares. In addition, there have been 9 sales at an average price of $203.19 for 104,510.00 shares. Based on historical transaction data and VV's current price of $289.69, Truepoint, Inc.'s estimated gain on his VV holdings is $27.93 Mil, reflecting a 33.41% gain to date.
Truepoint, Inc. VV ($289.69) Holding Chart
Truepoint, Inc. VV ($289.69) 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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