OWM
OneAscent Wealth Management’s Vital Farms VITL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,769
| Closed | -$207K | – | 229 |
|
|
2022
Q1 | $207K | Buy |
+16,769
| New | +$207K | 0.1% | 192 |
|
|
2021
Q4 | – | Sell |
-14,752
| Closed | -$259K | – | 140 |
|
|
2021
Q3 | $259K | Buy |
+14,752
| New | +$259K | 0.3% | 79 |
|
|
2021
Q1 | $349K | Buy |
15,997
+2,547
| +19% | +$55.6K | 0.15% | 153 |
|
|
2020
Q4 | $340K | Buy |
+13,450
| New | +$340K | 0.15% | 146 |
|