Truepoint, Inc. VTI Holdings History
Truepoint, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Truepoint, Inc. held 1.23 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $338.17 Mil. This investment constitutes 9.17% of their stock portfolio, and Truepoint, Inc. now holds 0.07% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then Truepoint, Inc. has made 11 purchases of VTI, at an average price of $103.09, for a total of 2.76 Mil shares. In addition, there have been 25 sales at an average price of $202.16 for 1.53 Mil shares. Based on historical transaction data and VTI's current price of $309.44, Truepoint, Inc.'s estimated gain on his VTI holdings is $405.60 Mil, reflecting a 142.47% gain to date.
Truepoint, Inc. VTI ($309.44) Holding Chart
Truepoint, Inc. VTI ($309.44) 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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