OneAscent Financial Services LLC VTI Holdings History
OneAscent Financial Services LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 85,950.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $23.62 Mil. This investment constitutes 1.54% of their stock portfolio, and OneAscent Financial Services LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q2. And since then OneAscent Financial Services LLC has made 7 purchases of VTI, at an average price of $261.69, for a total of 138,755.00 shares. In addition, there have been 7 sales at an average price of $246.73 for 52,805.00 shares. Based on historical transaction data and VTI's current price of $307.02, OneAscent Financial Services LLC's estimated gain on his VTI holdings is $3.11 Mil, reflecting a 8.55% gain to date.
OneAscent Financial Services LLC VTI ($307.02) Holding Chart
OneAscent Financial Services LLC VTI ($307.02) 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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