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Truepoint, Inc. Buys WISDOMTREE TRUST, ISHARES INC, SPDR SERIES TRUST, Sells Vanguard Global ex-U.S. Real Estate ETF, SCHWAB STRATEGIC T, VANGUARD WORLD FD

Cincinnati, OH, based Investment company Truepoint, Inc. (Current Portfolio) buys WISDOMTREE TRUST, ISHARES INC, SPDR SERIES TRUST, sells Vanguard Global ex-U.S. Real Estate ETF, SCHWAB STRATEGIC T, VANGUARD WORLD FD, Intel Corp, SPDR S&P500 ETF TR during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Truepoint, Inc.. As of 2020Q2, Truepoint, Inc. owns 42 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

For the details of Truepoint, Inc.\'s stock buys and sells, \r\n go to https://www.gurufocus.com/guru/truepoint%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Truepoint, Inc.
  1. VANGUARD INDEX FDS (VTI) - 2,343,732 shares, 29.65% of the total portfolio. Shares reduced by 3.82%
  2. VANGUARD TAX MANAG (VEA) - 3,473,640 shares, 10.89% of the total portfolio. Shares reduced by 2.58%
  3. VANGUARD INDEX FDS (VOT) - 777,876 shares, 10.38% of the total portfolio. Shares reduced by 10.1%
  4. VANGUARD BD IDX FD (BSV) - 1,386,288 shares, 9.31% of the total portfolio. Shares added by 18.12%
  5. VANGUARD INDEX FDS (VNQ) - 1,246,137 shares, 7.91% of the total portfolio. Shares added by 4.45%
New Purchase: WISDOMTREE TRUST (DES)
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Truepoint, Inc. initiated holding in WISDOMTREE TRUST. The purchase prices were between $16.35 and $23.41, with an estimated average price of $19.68. The stock is now traded at around $22.59. The impact to a portfolio due to this purchase was 0.14%. The holding were 80,000 shares as of .

New Purchase: SPDR SERIES TRUST (KBE)
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Truepoint, Inc. initiated holding in SPDR SERIES TRUST. The purchase prices were between $24.24 and $37.53, with an estimated average price of $29.91. The stock is now traded at around $32.04. The impact to a portfolio due to this purchase was 0.05%. The holding were 20,865 shares as of .

Added: ISHARES INC (IEMG)

Truepoint, Inc. added to a holding in ISHARES INC by 101.73%. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $52.36. The impact to a portfolio due to this purchase was 0.06%. The holding were 28,610 shares as of .

Sold Out: VANGUARD WORLD FD (MGK)

Truepoint, Inc. sold out a holding in VANGUARD WORLD FD. The sale prices were between $121.38 and $165.27, with an estimated average price of $148.71.

Sold Out: Intel Corp (INTC)

Truepoint, Inc. sold out a holding in Intel Corp. The sale prices were between $51.88 and $64.34, with an estimated average price of $59.71.

Sold Out: Fifth Third Bancorp (FITB)

Truepoint, Inc. sold out a holding in Fifth Third Bancorp. The sale prices were between $13.44 and $24.77, with an estimated average price of $18.45.



Here is the complete portfolio of Truepoint, Inc.. Also check out:
\r\n
1. Truepoint, Inc.\'s Undervalued Stocks
\r\n2. Truepoint, Inc.\'s Top Growth Companies, and
\r\n3. Truepoint, Inc.\'s High Yield stocks
\r\n4. Stocks that Truepoint, Inc. keeps buying

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