OneAscent Wealth Management’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
Q2
$1.24M Sell
2025
Q1
$1.22M Sell
2024
Q4
$1.3M Sell
2024
Q3
$1.33M Buy
2024
Q2
Sell
2024
Q1
$1.16M Buy
2023
Q4
$839K Buy
2023
Q3
$651K Buy
2023
Q2
Sell
2023
Q1
$638K Buy
2022
Q4
$562K Buy