One Ascent Wealth Management LLC Vanguard Russell 2000 ETF Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 3,706 shares of VTWO stock, worth $308,450. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,706
Previous 4,124
10.14%
Holding current value
$308,450
Previous $368,000
18.75%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding VTWO
# of Institutions
643Shares Held
84.2MCall Options Held
126KPut Options Held
28.1K-
Bank Of America Corp Charlotte, NC26.5MShares$2.2 Billion0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA7.03MShares$585 Million0.13% of portfolio
-
Morgan Stanley New York, NY7MShares$583 Million0.04% of portfolio
-
Jones Financial Companies Lllp6.86MShares$571 Million0.5% of portfolio
-
Natixis Advisors, L.P. Boston, MA6.04MShares$502 Million0.9% of portfolio