OneAscent Financial Services LLC BSV Holdings History
OneAscent Financial Services LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 232,610.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $18.22 Mil. This investment constitutes 1.19% of their stock portfolio, and OneAscent Financial Services LLC now holds 0.05% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q2. And since then OneAscent Financial Services LLC has made 8 purchases of BSV, at an average price of $77.22, for a total of 310,337.00 shares. In addition, there have been 3 sales at an average price of $76.16 for 77,727.00 shares. Based on historical transaction data and BSV's current price of $78.22, OneAscent Financial Services LLC's estimated gain on his BSV holdings is $151,609.64, reflecting a 0.63% gain to date.
OneAscent Financial Services LLC BSV ($78.22) Holding Chart
OneAscent Financial Services LLC BSV ($78.22) 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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