Mgo Private Wealth, LLC Purchases and Sells in Q2 2024

Mgo Private Wealth, LLC

$158 Million
Q2 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	23.3K + 53.87%	$49.55 - $50.44 $1.16M - $1.18M	66.7K $3.34M
XLE	8.2K + 53.05%	$88.04 - $98.08 $722K - $804K	23.6K $2.16M
BND	10.1K + 7.65%	$70.55 - $72.66 $711K - $732K	142K $10.2M
VGIT	11.4K + 6.28%	$57.14 - $58.53 $651K - $667K	193K $11.2M
NVDA	9.59K + 1162.42%	$118.11 - $1224.4 $1.13M - $11.7M	10.4K $1.29M
AMZN	100 + 0.63%	$173.67 - $197.85 $17.4K - $19.8K	16K $3.08M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	8.86K New	$91.42 - $91.82 $810K - $813K	8.86K $812K
NFLX	317 New	$550.64 - $686.12 $175K - $218K	317 $213K
APH	3K New	$67.16 - $136.4 $201K - $409K	3K $201K
VRSK	749 New	$217.96 - $272.27 $163K - $204K	749 $201K
VANGUARD WELLINGTON FD	13.4K New	N/A	13.4K $0

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWOB	-54.5K - 70.15%	$61.69 - $64.0 $3.36M - $3.49M	23.2K $1.46M
PAVE	-8.81K - 9.17%	$36.91 - $39.72 $325K - $350K	87.3K $3.23M
VO	-1.96K - 14.48%	$234.99 - $248.98 $461K - $488K	11.6K $2.8M
VGK	-6.46K - 6.2%	$64.45 - $70.67 $416K - $457K	97.8K $6.53M
VPL	-3.01K - 3.71%	$71.43 - $75.61 $215K - $228K	78.2K $5.8M
VTV	-969 - 2.75%	$154.57 - $163.65 $150K - $159K	34.3K $5.5M

Activity Summary All Purchases 22 New Holdings 5 Increased Positions 17 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgo Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.