Truepoint, Inc. Sells in Q2 2024

Truepoint, Inc.

  • $3.45 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
-10.6K
- 1.04%
$218.75 - $234.97 $2.32M - $2.49M
1.01M $232M
DFAT
Dimensional ETF Tr U S Target

ETFs
-79.6K
- 5.06%
$50.18 - $54.47 $4M - $4.34M
1.49M $77.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-97.7K
- 5.05%
$38.53 - $40.76 $3.76M - $3.98M
1.84M $72.2M
IEFA
Ishares Tr

ETFs
-40.1K
- 2.26%
$70.77 - $76.19 $2.84M - $3.05M
1.73M $126M
VTI
Vanguard Total Stock Market Et

ETFs
-59.2K
- 4.41%
$245.23 - $269.4 $14.5M - $15.9M
1.28M $343M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-72.3K
- 2.71%
$47.4 - $48.0 $3.43M - $3.47M
2.59M $124M
VEA
Vanguard Ftse Developed Market

ETFs
-3.33K
- 0.07%
$47.83 - $51.21 $159K - $171K
5.08M $251M
SUB
Ishares Short Term National Mu

ETFs
-21.9K
- 5.96%
$104.04 - $104.8 $2.27M - $2.29M
345K $36.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-26.4K
- 1.24%
$37.19 - $39.82 $980K - $1.05M
2.1M $80.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.66K
- 3.05%
$105.7 - $113.43 $810K - $869K
243K $26.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-8.29K
- 0.42%
$25.73 - $27.44 $213K - $227K
1.99M $52.2M
PG
Procter & Gamble CO

Consumer Defensive
-7.34K
- 5.84%
$155.33 - $168.56 $1.14M - $1.24M
118K $19.5M
VGSH
Vanguard

ETFs
-14.1K
- 15.86%
$57.55 - $58.0 $810K - $816K
74.7K $4.33M
MUB
Ishares National Muni Bond ETF

ETFs
-6.53K
- 52.24%
$105.37 - $107.16 $688K - $700K
5.97K $636K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-14.2K
- 12.82%
$58.7 - $64.78 $836K - $923K
96.8K $6.22M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.1K
- 7.64%
$177.65 - $191.11 $373K - $401K
25.4K $4.63M
ACN
Accenture PLC

Technology
-1.33K
- 28.15%
$281.76 - $339.17 $374K - $450K
3.39K $1.03M
EMR
Emerson Electric CO

Industrials
-3.16K
- 5.63%
$105.97 - $115.59 $334K - $365K
52.9K $5.83M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.64K
- 18.59%
$78.61 - $85.97 $364K - $399K
20.3K $1.7M
VTV
Vanguard Value ETF

ETFs
-2.52K
- 15.38%
$154.57 - $163.65 $389K - $412K
13.8K $2.22M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.2K
- 5.9%
$176.58 - $186.7 $212K - $224K
19.1K $3.48M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.49K
- 52.94%
$79.92 - $84.63 $279K - $295K
3.1K $260K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.51K
- 20.56%
$146.82 - $155.77 $222K - $236K
5.85K $880K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-418
- 22.33%
$516.55 - $556.17 $216K - $232K
1.45K $778K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-702
- 8.81%
$455.1 - $504.28 $319K - $354K
7.26K $3.63M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.69K
- 33.21%
$45.15 - $46.21 $167K - $171K
7.42K $339K
EMB
Ishares Tr

ETFs
-1.54K
- 39.19%
$86.66 - $89.88 $133K - $138K
2.39K $211K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.1K
- 8.53%
$40.83 - $44.89 $249K - $274K
65.4K $2.86M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.05K
- 15.79%
$173.67 - $197.85 $182K - $207K
5.58K $1.08M
IWS
Ishares Russell Midcap Value E

ETFs
-583
- 6.07%
$117.31 - $125.13 $68.4K - $73K
9.02K $1.09M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.78K
- 10.46%
$53.83 - $59.14 $150K - $165K
23.8K $1.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.97K
- 19.04%
$47.37 - $50.09 $93.5K - $98.9K
8.39K $409K
RPM
Rpm International Inc

Basic Materials
-473
- 9.65%
$106.57 - $118.52 $50.4K - $56.1K
4.43K $476K
HD
Home Depot, Inc.

Consumer Cyclical
-129
- 8.27%
$325.1 - $368.03 $41.9K - $47.5K
1.43K $492K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1
- 0.02%
$237.63 - $258.31 $238 - $258
6.64K $1.66M
IWN
Ishares Russell2000 Val ETF

ETFs
-315
- 10.31%
$146.03 - $158.93 $46K - $50.1K
2.74K $417K
JNJ
Johnson & Johnson

Healthcare
-65
- 1.66%
$144.38 - $157.78 $9.38K - $10.3K
3.86K $564K
JPM
Jpmorgan Chase & CO

Financial Services
-288
- 22.29%
$180.08 - $204.79 $51.9K - $59K
1K $203K
GE
General Electric CO

Industrials
-35
- 1.5%
$136.47 - $175.36 $4.78K - $6.14K
2.31K $366K
ABT
Abbott Laboratories

Healthcare
-119
- 4.27%
$100.73 - $112.44 $12K - $13.4K
2.67K $277K
MSFT
Microsoft Corp

Technology
-406
- 7.34%
$389.33 - $452.85 $158K - $184K
5.13K $2.29M
GOOGL
Alphabet Inc.

Communication Services
-1.3K
- 20.19%
$150.53 - $185.41 $196K - $241K
5.14K $935K
ITW
Illinois Tool Works Inc

Industrials
-1
- 0.1%
$235.01 - $265.23 $235 - $265
1.04K $246K
USB
Us Bancorp \De\

Financial Services
-132
- 2.4%
$38.45 - $43.95 $5.08K - $5.8K
5.38K $213K
IEMG
Ishares Inc

ETFs
-1K
- 8.56%
$50.02 - $54.95 $50.2K - $55.1K
10.7K $573K
ABBV
Abb Vie Inc.

Healthcare
-68
- 3.88%
$154.79 - $180.76 $10.5K - $12.3K
1.68K $288K
AVUS
American Centy ETF Tr Avantis

ETFs
-326
- 3.34%
$84.59 - $90.63 $27.6K - $29.5K
9.44K $851K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-367
- 3.35%
$54.72 - $58.75 $20.1K - $21.6K
10.6K $605K
INTU
Intuit Inc

Technology
-42
- 5.08%
$562.97 - $670.27 $23.6K - $28.2K
785 $515K
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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