Truepoint, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Truepoint, Inc.

$3.66 Billion
Q4 2024

A detailed history of Truepoint, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Truepoint, Inc. holds 6,583 shares of VOO stock, worth $3.34 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,583

Previous 6,649 0.99%

Holding current value

$3.34 Million

Previous $3.51 Million 1.08%

% of portfolio

0.1%

Previous 0.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$521.84 - $558.82 $34,441 - $36,882	-66 Reduced 0.99%	6,583 $3.55 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $291,772 - $324,007	-614 Reduced 8.45%	6,649 $3.51 Million
Q2 2024 Aug 05, 2024	SELL	$455.1 - $504.28 $319,480 - $354,004	-702 Reduced 8.81%	7,263 $3.63 Million
Q1 2024 May 09, 2024	SELL	$429.43 - $481.35 $5.83 Million - $6.54 Million	-13,585 Reduced 63.04%	7,965 $3.83 Million
Q4 2023 Feb 12, 2024	BUY	$377.32 - $438.19 $74,332 - $86,323	197 Added 0.92%	21,550 $9.41 Million
Q3 2023 Nov 09, 2023	BUY	$392.7 - $420.68 $1.12 Million - $1.2 Million	2,858 Added 15.45%	21,353 $8.39 Million
Q2 2023 Aug 08, 2023	SELL	$371.44 - $407.28 $857,283 - $940,002	-2,308 Reduced 11.09%	18,495 $7.53 Million
Q1 2023 May 08, 2023	SELL	$348.66 - $382.94 $58,574 - $64,333	-168 Reduced 0.8%	20,803 $7.82 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $959,657 - $1.1 Million	2,929 Added 16.23%	20,971 $7.37 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $728,169 - $876,198	2,218 Added 14.02%	18,042 $5.92 Million
Q2 2022 Aug 08, 2022	SELL	$337.07 - $419.85 $651,893 - $811,989	-1,934 Reduced 10.89%	15,824 $5.49 Million
Q1 2022 May 11, 2022	BUY	$382.7 - $439.25 $420,204 - $482,296	1,098 Added 6.59%	17,758 $7.37 Million
Q4 2021 Feb 02, 2022	BUY	$394.21 - $439.01 $596,045 - $663,783	1,512 Added 9.98%	16,660 $7.27 Million
Q3 2021 Oct 28, 2021	BUY	$390.68 - $416.73 $1.85 Million - $1.98 Million	4,740 Added 45.54%	15,148 $5.97 Million
Q2 2021 Aug 04, 2021	BUY	$368.16 - $394.32 $2.7 Million - $2.89 Million	7,328 Added 237.92%	10,408 $4.1 Million
Q1 2021 Apr 30, 2021	SELL	$339.03 - $365.24 $164,429 - $177,141	-485 Reduced 13.6%	3,080 $1.12 Million
Q4 2020 Feb 02, 2021	BUY	$299.82 - $343.69 $1.07 Million - $1.23 Million	3,565 New	3,565 $1.23 Million
Q1 2020 May 13, 2020	SELL	$204.27 - $310.92 $628,334 - $956,389	-3,076 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$264.57 - $296.67 $4,497 - $5,043	17 Added 0.56%	3,076 $910,000
Q3 2019 Nov 07, 2019	BUY	$260.57 - $277.38 $182,138 - $193,888	699 Added 29.62%	3,059 $834,000
Q2 2019 Aug 08, 2019	SELL	$252.12 - $271.73 $37,313 - $40,216	-148 Reduced 5.9%	2,360 $635,000
Q1 2019 May 15, 2019	SELL	$224.5 - $261.43 $19,307 - $22,482	-86 Reduced 3.32%	2,508 $651,000
Q4 2018 Feb 13, 2019	BUY	$215.07 - $268.24 $3,441 - $4,291	16 Added 0.62%	2,594 $596,000
Q3 2018 Nov 14, 2018	BUY	$248.79 - $269.75 $1,741 - $1,888	7 Added 0.27%	2,578 $689,000
Q2 2018 Aug 09, 2018	BUY	$236.48 - $256.33 $467,520 - $506,764	1,977 Added 332.83%	2,571 $642,000
Q1 2018 May 08, 2018	SELL	$236.79 - $263.36 $745,414 - $829,057	-3,148 Reduced 84.13%	594 $2.45 Million
Q4 2017 Feb 05, 2018	BUY	$231.73 - $247.65 $261,623 - $279,596	1,129 Added 43.21%	3,742 $918,000
Q3 2017 Nov 21, 2017	SELL	$228.78 - $230.76 $137 Million - $139 Million	-600,407 Reduced 99.57%	2,613 $603,000
Q3 2017 Nov 17, 2017	BUY	$228.78 - $230.76 $138 Million - $139 Million	603,020	603,020 $603,000

Others Institutions Holding VOO

# of Institutions

3,539

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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