Number of Shares
17,850.00
Current Holdings Value*
$9.68 Mil
% of Portfolio
6.94%
Total Estimate Gain
$5.36 Mil
% of Total Estimate Gain
32.40%

Magnolia Wealth Management, LLC's Vanguard Information Technology ETF Holding Summary

As of 2025-03-31, Magnolia Wealth Management, LLC held 17,850.00 shares of Vanguard Information Technology ETF(VGT), totaling $9.68 Mil. This investment constitutes 6.94% of their stock portfolio, and Magnolia Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Information Technology ETF(VGT) stock.

The initial trade took place in 2021Q4. And since then Magnolia Wealth Management, LLC has made 9 purchases of VGT, at an average price of $457.23, for a total of 36,216.00 shares. In addition, there have been 3 sales at an average price of $527.44 for 18,366.00 shares. Based on historical transaction data and VGT's current price of $685.53, Magnolia Wealth Management, LLC's estimated gain on his VGT holdings is $5.36 Mil, reflecting a 32.40% gain to date.

Magnolia Wealth Management, LLC VGT ($685.53) Holding Chart

Magnolia Wealth Management, LLC VGT ($685.53) 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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