MAGNOLIA CAPITAL ADVISORS LLC VTI Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 49,235.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $13.53 Mil. This investment constitutes 3.68% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 9 purchases of VTI, at an average price of $262.25, for a total of 70,695.00 shares. In addition, there have been 9 sales at an average price of $213.05 for 21,460.00 shares. Based on historical transaction data and VTI's current price of $312.64, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his VTI holdings is $1.43 Mil, reflecting a 7.69% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC VTI ($312.64) Holding Chart
MAGNOLIA CAPITAL ADVISORS LLC VTI ($312.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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