OneAscent Financial Services LLC VOO Holdings History
OneAscent Financial Services LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 242,032.00 shares of Vanguard S&P 500 ETF(VOO), totaling $124.80 Mil. This investment constitutes 8.13% of their stock portfolio, and OneAscent Financial Services LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q2. And since then OneAscent Financial Services LLC has made 12 purchases of VOO, at an average price of $505.44, for a total of 340,844.00 shares. In addition, there have been 6 sales at an average price of $470.13 for 98,812.00 shares. Based on historical transaction data and VOO's current price of $573.22, OneAscent Financial Services LLC's estimated gain on his VOO holdings is $12.92 Mil, reflecting a 7.50% gain to date.
OneAscent Financial Services LLC VOO ($573.22) Holding Chart
OneAscent Financial Services LLC VOO ($573.22) 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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