MAGNOLIA CAPITAL ADVISORS LLC VTV Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 50,633.00 shares of Vanguard Value ETF(VTV), totaling $8.75 Mil. This investment constitutes 2.38% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q2. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 5 purchases of VTV, at an average price of $151.98, for a total of 209,299.00 shares. In addition, there have been 9 sales at an average price of $152.31 for 158,666.00 shares. Based on historical transaction data and VTV's current price of $180.57, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his VTV holdings is $1.50 Mil, reflecting a 4.72% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC VTV ($180.57) Holding Chart
MAGNOLIA CAPITAL ADVISORS LLC VTV ($180.57) 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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