One Ascent Wealth Management LLC Vanguard Intermediate Term Tre Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 286,495 shares of VGIT stock, worth $16.6 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
286,495
Previous 285,853
0.22%
Holding current value
$16.6 Million
Previous $16.6 Million
4.0%
% of portfolio
6.57%
Previous 8.65%
Shares
15 transactions
Others Institutions Holding VGIT
# of Institutions
754Shares Held
386MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.15 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.94 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.24 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$913 Million3.23% of portfolio