One Ascent Financial Services LLC Vanguard Bd Index Fd Inc Total Transaction History

One Ascent Financial Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$71.76 - $73.66 $279,864 - $287,274	3,900 Added 12.94%	34,036 $2.47 Million
Q4 2023 Jan 11, 2024	BUY	$68.04 - $73.9 $1.41 Million - $1.53 Million	20,726 Added 220.26%	30,136 $2.22 Million
Q3 2023 Oct 13, 2023	BUY	$69.63 - $72.91 $655,218 - $686,083	9,410 New	9,410 $657,000
Q1 2023 Apr 17, 2023	SELL	$71.33 - $74.57 $179,038 - $187,170	-2,510 Reduced 38.24%	4,053 $299,000
Q4 2022 Jan 12, 2023	BUY	$69.38 - $73.88 $455,340 - $484,874	6,563 New	6,563 $471,000

1,526

889M

155K

21.9K

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

Stay updated on One Ascent Financial Services LLC with notifications on news.