One Ascent Financial Services LLC Vanguard Total World Stk Index Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025

A detailed history of One Ascent Financial Services LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, One Ascent Financial Services LLC holds 2,322 shares of VT stock, worth $323,849. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,322
Previous 5,480 57.63%
Holding current value
$323,849
Previous $638,000 53.29%
% of portfolio
0.02%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$103.16 - $128.52 $325,779 - $405,866
-3,158 Reduced 57.63%
2,322 $298,000
Q1 2025

May 05, 2025
BUY
$115.08 - $123.97 $407,728 - $439,225
3,543 Added 182.91%
5,480 $638,000
Q4 2024

Feb 12, 2025
BUY
$117.09 - $123.07 $226,803 - $238,386
1,937 New
1,937 $228,000
Q1 2024

Apr 16, 2024
BUY
$100.68 - $110.5 $40,976 - $44,973
407 Added 20.88%
2,356 $260,000
Q4 2023

Jan 11, 2024
BUY
$88.97 - $103.1 $173,402 - $200,941
1,949 New
1,949 $201,000

Others Institutions Holding VT

# of Institutions
1,146
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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