OneAscent Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.2M | Sell |
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|
2025
Q2 | $13.6M | Sell |
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|
2025
Q1 | $23.6M | Buy |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $9.51M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $694K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $238K | Buy |
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