Magnolia Capital Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $771K | Sell |
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|
2025
Q2 | $720K | Buy |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $689K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $377K | Hold |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $463K | Sell |
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|
2021
Q4 | $472K | Hold |
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|
2021
Q3 | $447K | Hold |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $444K | Hold |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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