Magnolia Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $48.6M | Sell |
177,004
-1,272
| -0.7% | -$350K | 34.89% | 1 |
|
|
2024
Q4 | $51.7M | Buy |
178,276
+6,212
| +4% | +$1.8M | 35.92% | 1 |
|
|
2024
Q3 | $48.7M | Sell |
172,064
-6,570
| -4% | -$1.86M | 34.63% | 1 |
|
|
2024
Q2 | $47.8M | Sell |
178,634
-175,671
| -50% | -$47M | 36.07% | 1 |
|
|
2024
Q1 | $92M | Buy |
354,305
+175,718
| +98% | +$45.7M | 37.66% | 1 |
|
|
2023
Q4 | $42.4M | Sell |
178,587
-1,060
| -0.6% | -$251K | 36.32% | 1 |
|
|
2023
Q3 | $38.2M | Buy |
179,647
+11,054
| +7% | +$2.35M | 35.51% | 1 |
|
|
2023
Q2 | $37.1M | Buy |
168,593
+5,189
| +3% | +$1.14M | 34.59% | 1 |
|
|
2023
Q1 | $33.4M | Buy |
163,404
+6,108
| +4% | +$1.25M | 33.6% | 1 |
|
|
2022
Q4 | $30.1M | Buy |
+157,296
| New | +$30.1M | 32.62% | 1 |
|
|
2022
Q2 | $27.7M | Buy |
147,008
+6,656
| +5% | +$1.26M | 31.43% | 1 |
|
|
2022
Q1 | $32M | Buy |
140,352
+26,082
| +23% | +$5.94M | 33.61% | 1 |
|
|
2021
Q4 | $27.6M | Buy |
+114,270
| New | +$27.6M | 28.23% | 1 |
|