One Ascent Financial Services LLC Vanguard Mid Cap Growth Index Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025

A detailed history of One Ascent Financial Services LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, One Ascent Financial Services LLC holds 9,116 shares of VOT stock, worth $2.45 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,116
Previous 3,700 146.38%
Holding current value
$2.45 Million
Previous $939,000 137.49%
% of portfolio
0.15%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$237.72 - $276.98 $1.29 Million - $1.5 Million
5,416 Added 146.38%
9,116 $2.23 Million
Q4 2024

Feb 12, 2025
BUY
$241.48 - $274.89 $893,476 - $1.02 Million
3,700 New
3,700 $939,000
Q1 2024

Apr 16, 2024
BUY
$212.21 - $235.79 $327,227 - $363,588
1,542 Added 166.7%
2,467 $582,000
Q4 2023

Jan 11, 2024
BUY
$180.9 - $221.2 $167,332 - $204,610
925 New
925 $203,000

Others Institutions Holding VOT

# of Institutions
1,076
Shares Held
40.5M
Call Options Held
17.9K
Put Options Held
5.2K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email