Magnolia Wealth Management, LLC VTI Holdings History
Magnolia Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Magnolia Wealth Management, LLC held 177,004.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $48.65 Mil. This investment constitutes 34.89% of their stock portfolio, and Magnolia Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Magnolia Wealth Management, LLC has made 8 purchases of VTI, at an average price of $238.19, for a total of 361,577.00 shares. In addition, there have been 4 sales at an average price of $259.32 for 184,573.00 shares. Based on historical transaction data and VTI's current price of $309.09, Magnolia Wealth Management, LLC's estimated gain on his VTI holdings is $16.45 Mil, reflecting a 19.10% gain to date.
Magnolia Wealth Management, LLC VTI ($309.09) Holding Chart
Magnolia Wealth Management, LLC VTI ($309.09) 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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