Truepoint, Inc. Vanguard Dividend Appreciation Transaction History

Truepoint, Inc.

$3.66 Billion
Q4 2024

A detailed history of Truepoint, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Truepoint, Inc. holds 1,571 shares of VIG stock, worth $286,157. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,571

Previous 1,820 13.68%

Holding current value

$286,157

Previous $331,000 13.6%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	N/A	-249 Reduced 13.68%	1,571 $286,000
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $9,107 - $9,107	-50 Reduced 2.67%	1,820 $331,000
Q2 2024 Aug 05, 2024	BUY	$173.33 - $185.29 $81,638 - $87,271	471 Added 33.67%	1,870 $341,000
Q1 2024 May 09, 2024	BUY	$168.47 - $182.98 $14,488 - $15,736	86 Added 6.55%	1,399 $255,000
Q1 2023 May 08, 2023	SELL	$147.24 - $158.33 $88,344 - $94,998	-600 Reduced 31.36%	1,313 $202,000
Q4 2022 Feb 13, 2023	SELL	$144.84 - $158.71 $1.08 Million - $1.18 Million	-7,439 Reduced 79.54%	1,913 $290,000
Q2 2022 Aug 08, 2022	BUY	N/A	4,039 Added 76.02%	9,352 $1.34 Million
Q1 2022 May 11, 2022	BUY	N/A	2,146 Added 67.76%	5,313 $862,000
Q4 2021 Feb 02, 2022	BUY	N/A	720 Added 29.42%	3,167 $544,000
Q3 2021 Oct 28, 2021	BUY	N/A	334 Added 15.81%	2,447 $376,000
Q4 2020 Feb 02, 2021	BUY	N/A	2,113 New	2,113 $298,000

Others Institutions Holding VIG

# of Institutions

2,458

Shares Held

252M

Call Options Held

626K

Put Options Held

183K

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About VANGUARD DIVIDEND APPRECIATION

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