OFS
OneAscent Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
4,915
-4,201
| -46% | -$1.19M | 0.1% | 131 |
|
|
2025
Q1 | $2.23M | Buy |
9,116
+5,416
| +146% | +$1.32M | 0.15% | 100 |
|
|
2024
Q4 | $939K | Buy |
+3,700
| New | +$939K | 0.08% | 164 |
|
|
2024
Q2 | – | Sell |
-2,467
| Closed | -$582K | – | 397 |
|
|
2024
Q1 | $582K | Buy |
2,467
+1,542
| +167% | +$364K | 0.06% | 181 |
|
|
2023
Q4 | $203K | Buy |
+925
| New | +$203K | 0.03% | 351 |
|