Truepoint, Inc. BSV Holdings History
Truepoint, Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Truepoint, Inc. held 6.34 Mil shares of Vanguard Short-Term Bond ETF(BSV), totaling $496.13 Mil. This investment constitutes 13.46% of their stock portfolio, and Truepoint, Inc. now holds 1.47% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2014Q1. And since then Truepoint, Inc. has made 30 purchases of BSV, at an average price of $77.53, for a total of 7.72 Mil shares. In addition, there have been 6 sales at an average price of $80.15 for 1.38 Mil shares. Based on historical transaction data and BSV's current price of $78.35, Truepoint, Inc.'s estimated gain on his BSV holdings is $8.85 Mil, reflecting a 1.48% gain to date.
Truepoint, Inc. BSV ($78.35) Holding Chart
Truepoint, Inc. BSV ($78.35) 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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