Magnolia Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Sell	2,466 -144	-6%	-$81.8K	1.09%	26
2025 Q1	$1.34M	Buy	2,610 +74	+3%	+$38K	1.1%	22
2024 Q4	$1.37M	Buy	+2,536	New	+$1.37M	1.17%	21