Mgo Private Wealth, LLC Sells in Q3 2024

Mgo Private Wealth, LLC

  • $139 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-18.1K
- 96.49%
$341.08 - $391.94 $6.18M - $7.1M
659 $253K
PAVE
Global X Fds Us Infrastructure

ETFs
-60.1K
- 68.85%
$36.39 - $41.16 $2.19M - $2.47M
27.2K $1.12M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.34K
- 27.23%
$161.02 - $200.0 $699K - $869K
11.6K $2.16M
MSFT
Microsoft Corp

Technology
-1.83K
- 36.24%
$395.15 - $467.56 $724K - $857K
3.22K $1.39M
VB
Vanguard Small Cap ETF

ETFs
-3.38K
- 75.8%
$214.77 - $237.72 $725K - $803K
1.08K $255K
GOOGL
Alphabet Inc.

Communication Services
-3K
- 35.1%
$148.65 - $191.18 $446K - $573K
5.55K $919K
XLE
Energy Sector Spdr

ETFs
-2.6K
- 10.99%
$84.35 - $93.39 $219K - $243K
21K $1.85M
MA
Mastercard Inc

Financial Services
-768
- 56.55%
$429.6 - $500.99 $330K - $385K
590 $291K
NVDA
Nvidia Corp

Technology
-1.2K
- 11.49%
$98.91 - $134.91 $118K - $161K
9.22K $1.12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.62K
- 18.32%
$91.42 - $91.82 $148K - $149K
7.23K $664K
DIS
Walt Disney CO

Communication Services
-1.03K
- 14.09%
$85.6 - $98.61 $88.5K - $102K
6.3K $606K
WMT
Walmart Inc.

Consumer Defensive
-1.61K
- 36.98%
$66.91 - $81.4 $108K - $131K
2.74K $221K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.02K
- 12.6%
$76.94 - $79.54 $78.1K - $80.7K
7.04K $559K
UNH
Unitedhealth Group Inc

Healthcare
-184
- 28.89%
$488.01 - $604.18 $89.8K - $111K
453 $264K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-396
- 17.25%
$405.19 - $478.57 $160K - $190K
1.9K $874K
SPY
Spdr S&P 500 ETF Trust

ETFs
-749
- 5.97%
$517.38 - $573.86 $388K - $430K
11.8K $6.77M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.33K
- 8.69%
$48.06 - $49.39 $63.8K - $65.6K
14K $688K
COST
Costco Wholesale Corp

Consumer Defensive
-93
- 9.68%
$801.83 - $917.05 $74.6K - $85.3K
868 $769K
TIP
Ishares Tr Tips Bd ETF

ETFs
-451
- 15.91%
$105.92 - $110.83 $47.8K - $50K
2.38K $263K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.2K
- 8.99%
$41.9 - $48.26 $428K - $493K
103K $4.95M
JPM
Jpmorgan Chase & CO

Financial Services
-162
- 7.71%
$194.9 - $224.8 $31.6K - $36.4K
1.94K $408K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-332
- 13.34%
$90.87 - $102.43 $30.2K - $34K
2.16K $213K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-359
- 3.94%
$76.38 - $78.87 $27.4K - $28.3K
8.75K $688K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.9K
- 4.16%
$71.45 - $75.64 $422K - $446K
136K $10.2M
IEMG
Ishares Inc

ETFs
-119
- 0.37%
$53.64 - $53.64 $6.38K - $6.38K
32K $1.72M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-395
- 7.36%
$37.37 - $41.82 $14.8K - $16.5K
4.97K $206K
VO
Vanguard Mid Cap ETF

ETFs
-967
- 8.35%
$237.84 - $263.83 $230K - $255K
10.6K $2.8M
DKNG
Draft Kings Inc.

Consumer Cyclical
-139
- 2.34%
$29.85 - $41.1 $4.15K - $5.71K
5.79K $227K
ICLN
Ishares

ETFs
-709
- 6.47%
$13.26 - $14.77 $9.4K - $10.5K
10.3K $150K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-223
- 1.3%
$23.04 - $24.06 $5.14K - $5.37K
17K $407K
META
Meta Platforms, Inc.

Communication Services
-74
- 8.65%
$453.41 - $572.44 $33.6K - $42.4K
781 $447K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-46
- 1.25%
$105.53 - $118.34 $4.85K - $5.44K
3.65K $426K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-256
- 0.38%
$49.93 - $51.15 $12.8K - $13.1K
66.4K $3.39M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-312
- 1.55%
$70.02 - $76.68 $21.8K - $23.9K
19.8K $1.52M
AAPL
Apple Inc.

Technology
-2.09K
- 7.97%
$207.23 - $234.82 $433K - $491K
24.1K $5.61M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-220
- 0.64%
$55.51 - $61.51 $12.2K - $13.5K
33.9K $2.07M
EWC
Ishares Msci Canada ETF

ETFs
-14
- 0.04%
$36.52 - $41.67 $511 - $583
38.9K $1.62M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-144
- 0.13%
$96.25 - $101.98 $13.9K - $14.7K
108K $10.9M
Activity Summary
Buys All Purchases 16 New Holdings 2 Increased Positions 14 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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