Magnolia Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 18, 2024
Value $
$132M
Signature - Title
Aryn Sands - Agent
Location
1535 Honeysuckle Road, Dothan, AL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 12 $132M +$42.4M -$159M -$116M VTI, VCRB, IXUS, VGT, VNQ 13F-HR 7/17/2024, 07:47 PM
Q1 2024 19 $244M +$123M $0 +$123M VTI, BND, IXUS, JPST, VGT 13F-HR 5/10/2024, 03:03 PM
Q4 2023 11 $117M +$18.7M -$18.7M -$28.9K VTI, BND, IXUS, JPST, VGT 13F-HR 2/14/2024, 03:47 PM
Q3 2023 11 $107M +$3.9M -$37.5K +$3.86M VTI, VGSH, IXUS, BND, JPST 13F-HR 11/13/2023, 01:48 PM
Q2 2023 11 $107M +$4.59M -$97.9K +$4.49M VTI, VGSH, IXUS, BND, JPST 13F-HR 7/24/2023, 04:34 PM
Q1 2023 11 $99.3M +$4.06M -$1.16M +$2.9M VTI, VGSH, BND, IXUS, JPST 13F-HR 5/11/2023, 03:40 PM
Q4 2022 10 $92.2M +$32.5M -$8.68M +$23.8M VTI, VGSH, BND, JPST, IXUS 13F-HR 2/13/2023, 03:28 PM
Q2 2022 9 $88.2M +$3.4M +$3.4M VTI, FLOT, JPST, IXUS, VNQ 13F-HR 7/22/2022, 01:54 PM
Q1 2022 11 $95.1M +$45M -$22M +$23M VTI, FLOT, JPST, IXUS, VNQ Restatement 5/19/2022, 02:48 PM
Q4 2021 13 $97.7M VTI, BND, VCSH, IXUS, VNQ 13F-HR 2/15/2022, 12:51 PM