OneAscent Financial Services LLC VB Holdings History
OneAscent Financial Services LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 98,952.00 shares of Vanguard Small Cap ETF(VB), totaling $22.00 Mil. This investment constitutes 1.43% of their stock portfolio, and OneAscent Financial Services LLC now holds 0.04% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q3. And since then OneAscent Financial Services LLC has made 5 purchases of VB, at an average price of $230.17, for a total of 139,000.00 shares. In addition, there have been 1 sales at an average price of $219.60 for 40,048.00 shares. Based on historical transaction data and VB's current price of $242.30, OneAscent Financial Services LLC's estimated gain on his VB holdings is $777,185.04, reflecting a 2.43% gain to date.
OneAscent Financial Services LLC VB ($242.30) Holding Chart
OneAscent Financial Services LLC VB ($242.30) 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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