OneAscent Wealth Management LLC VGIT Holdings History
OneAscent Wealth Management LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, OneAscent Wealth Management LLC held 117,717.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $6.99 Mil. This investment constitutes 3.03% of their stock portfolio, and OneAscent Wealth Management LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2020Q4. And since then OneAscent Wealth Management LLC has made 6 purchases of VGIT, at an average price of $65.91, for a total of 1.40 Mil shares. In addition, there have been 10 sales at an average price of $64.09 for 1.29 Mil shares. Based on historical transaction data and VGIT's current price of $59.15, OneAscent Wealth Management LLC's estimated gain on his VGIT holdings is $-3.14 Mil, reflecting a -3.40% gain to date.
OneAscent Wealth Management LLC VGIT ($59.15) Holding Chart
OneAscent Wealth Management LLC VGIT ($59.15) 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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