Number of Shares
581,996.00
Current Holdings Value*
$45.06 Mil
% of Portfolio
32.32%
Total Estimate Gain
$660,678.32
% of Total Estimate Gain
1.45%

Magnolia Wealth Management, LLC's Vanguard Core Bond ETF Holding Summary

As of 2025-03-31, Magnolia Wealth Management, LLC held 581,996.00 shares of Vanguard Core Bond ETF(VCRB), totaling $45.06 Mil. This investment constitutes 32.32% of their stock portfolio, and Magnolia Wealth Management, LLC now holds 1.78% of the outstanding Vanguard Core Bond ETF(VCRB) stock.

The initial trade took place in 2024Q2. And since then Magnolia Wealth Management, LLC has made 3 purchases of VCRB, at an average price of $75.68, for a total of 600,138.00 shares. In addition, there have been 1 sales at an average price of $76.52 for 18,142.00 shares. Based on historical transaction data and VCRB's current price of $76.79, Magnolia Wealth Management, LLC's estimated gain on his VCRB holdings is $660,678.32, reflecting a 1.45% gain to date.

Magnolia Wealth Management, LLC VCRB ($76.79) Holding Chart

Magnolia Wealth Management, LLC VCRB ($76.79) 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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