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Magnolia Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Magnolia Capital Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-740
Closed -$32K – 120
2023
Q3 		$32K Hold
740
– – 0.03% 89
2023
Q2 		$34K Hold
740
– – 0.03% 94
2023
Q1 		$33K Buy
+740
New +$33K 0.03% 106

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Jones Financial Companies
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Wells Fargo
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
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Northwestern Mutual Wealth Management
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WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Magnolia Capital Management's VEA Position: Q4 2023 in Review

Magnolia Capital Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 740 shares — an estimated $32K sold.

Magnolia Capital Management first reported a position in VEA in Q1 2023 and held it in 3 quarters. The position peaked at $34K in Q2 2023. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Magnolia Capital Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Magnolia Capital Management sold 740 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $32K.
  • Magnolia Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and held it in 3 quarters.
  • Magnolia Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $34K in Q2 2023.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Magnolia Capital Management's 13F filing for Q4 2023, filed 16 Jan 2024.