MWM
Magnolia Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $45.1M | Sell |
581,996
-18,142
| -3% | -$1.4M | 32.32% | 2 |
|
|
2024
Q4 | $45.5M | Buy |
600,138
+16,370
| +3% | +$1.24M | 31.63% | 2 |
|
|
2024
Q3 | $46.2M | Buy |
583,768
+37,928
| +7% | +$3M | 32.86% | 2 |
|
|
2024
Q2 | $41.5M | Buy |
+545,840
| New | +$41.5M | 31.33% | 2 |
|