MAGNOLIA CAPITAL ADVISORS LLC VUG Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 8,704.00 shares of Vanguard Growth ETF(VUG), totaling $3.23 Mil. This investment constitutes 0.88% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 8 purchases of VUG, at an average price of $296.26, for a total of 117,479.00 shares. In addition, there have been 9 sales at an average price of $323.76 for 108,775.00 shares. Based on historical transaction data and VUG's current price of $450.40, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his VUG holdings is $4.33 Mil, reflecting a 12.45% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC VUG ($450.40) Holding Chart
MAGNOLIA CAPITAL ADVISORS LLC VUG ($450.40) 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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