Mgo Private Wealth, LLC Purchases in Q2 2024

Mgo Private Wealth, LLC

  • $158 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.3K
+ 53.87%
$49.55 - $50.44 $1.16M - $1.18M
66.7K $3.34M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.86K
New
$91.42 - $91.82 $810K - $813K
8.86K $812K
XLE
Energy Sector Spdr

ETFs
8.2K
+ 53.05%
$88.04 - $98.08 $722K - $804K
23.6K $2.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.1K
+ 7.65%
$70.55 - $72.66 $711K - $732K
142K $10.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.4K
+ 6.28%
$57.14 - $58.53 $651K - $667K
193K $11.2M
NVDA
Nvidia Corp

Technology
9.59K
+ 1162.42%
$118.11 - $1224.4 $1.13M - $11.7M
10.4K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 0.63%
$173.67 - $197.85 $17.4K - $19.8K
16K $3.08M
NFLX
Netflix Inc

Communication Services
317
New
$550.64 - $686.12 $175K - $218K
317 $213K
VRSK
Verisk Analytics, Inc.

Industrials
749
New
$217.96 - $272.27 $163K - $204K
749 $201K
APH
Amphenol Corp

Technology
3K
New
$67.16 - $136.4 $201K - $409K
3K $201K
MSFT
Microsoft Corp

Technology
15
+ 0.3%
$389.33 - $452.85 $5.84K - $6.79K
5.06K $2.26M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 1.37%
$704.88 - $870.75 $9.16K - $11.3K
961 $816K
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.18%
$58.85 - $68.9 $471 - $551
4.35K $294K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
954
+ 7.32%
$38.1 - $41.42 $36.3K - $39.5K
14K $562K
MLPX
Global X Mlp & Energy Infrastr

ETFs
24
+ 0.17%
$46.86 - $51.05 $1.12K - $1.23K
14.4K $737K
URA
Global X Uranium ETF

ETFs
876
+ 3.97%
$28.77 - $33.21 $25.2K - $29.1K
23K $664K
META
Meta Platforms, Inc.

Communication Services
12
+ 1.42%
$430.17 - $527.34 $5.16K - $6.33K
855 $431K
Vanguard Wellington Fd
13.4K
New
N/A
13.4K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1
+ 0.02%
$41.64 - $42.32 $41.6 - $42.3
6.5K $274K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.05%
$62.61 - $66.18 $125 - $132
3.65K $237K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
656
+ 5.07%
$69.89 - $75.54 $45.8K - $49.6K
13.6K $953K
Activity Summary
Buys All Purchases 22 New Holdings 5 Increased Positions 17 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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