Mgo Private Wealth, LLC Reduced Holdings in Q1 2024

Mgo Private Wealth, LLC

  • $159 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-13.2K
- 13.97%
$70.03 - $76.38 $923K - $1.01M
81.2K $6.17M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-11.3K
- 38.34%
$47.38 - $47.91 $536K - $542K
18.2K $871K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-9.55K
- 21.83%
$52.86 - $58.01 $505K - $554K
34.2K $1.98M
IEMG
Ishares Inc

ETFs
-7.68K
- 18.76%
$47.6 - $51.96 $366K - $399K
33.2K $1.72M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-9.63K
- 8.45%
$61.92 - $67.62 $596K - $651K
104K $7.02M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-9.46K
- 14.81%
$32.38 - $32.91 $306K - $311K
54.4K $1.78M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.27K
- 1.16%
$96.75 - $99.37 $123K - $126K
108K $10.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.66K
- 5.99%
$39.04 - $42.23 $299K - $324K
120K $5.02M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.97K
- 41.13%
$87.05 - $102.89 $172K - $203K
2.82K $267K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.43K
- 13.09%
$76.34 - $77.25 $109K - $110K
9.48K $726K
ICLN
Ishares

ETFs
-4.64K
- 25.77%
$13.42 - $15.39 $62.3K - $71.4K
13.4K $186K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-576
- 13.02%
$102.35 - $110.52 $59K - $63.7K
3.85K $425K
TIP
Ishares Tr Tips Bd ETF

ETFs
-402
- 12.37%
$105.69 - $108.04 $42.5K - $43.4K
2.85K $305K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.46K
- 19.92%
$36.14 - $39.86 $52.7K - $58.2K
5.87K $232K
VGSH
Vanguard

ETFs
-438
- 10.13%
$57.88 - $58.54 $25.4K - $25.6K
3.88K $225K
IEF
Ishares Barclays

ETFs
-200
- 7.46%
$93.54 - $96.82 $18.7K - $19.4K
2.48K $234K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-377
- 5.31%
$50.83 - $52.07 $19.2K - $19.6K
6.72K $346K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-440
- 10.76%
$62.43 - $65.87 $27.5K - $29K
3.65K $240K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-1.73K
- 7.87%
$64.49 - $70.72 $112K - $123K
20.3K $1.44M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-79
- 0.56%
$13.13 - $13.89 $1.04K - $1.1K
14K $194K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-191
- 4.42%
$109.98 - $120.99 $21K - $23.1K
4.14K $500K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-41
- 3.76%
$396.28 - $446.38 $16.2K - $18.3K
1.05K $466K
URA
Global X Uranium ETF

ETFs
-153
- 0.69%
$26.83 - $32.21 $4.1K - $4.93K
22.1K $636K
JPM
Jpmorgan Chase & CO

Financial Services
-65
- 2.97%
$167.09 - $200.3 $10.9K - $13K
2.12K $424K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-124
- 0.85%
$43.29 - $48.99 $5.37K - $6.07K
14.4K $706K
DKNG
Draft Kings Inc.

Consumer Cyclical
-23
- 0.38%
$32.21 - $48.68 $741 - $1.12K
6.11K $277K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-197
- 7.81%
$359.29 - $420.52 $70.8K - $82.8K
2.33K $978K
GOOGL
Alphabet Inc.

Communication Services
-100
- 1.16%
$131.4 - $153.51 $13.1K - $15.4K
8.54K $1.29M
VBK
Vanguard Small Cap Growth ETF

ETFs
-20
- 0.39%
$231.0 - $260.72 $4.62K - $5.21K
5.11K $1.33M
VUG
Vanguard Growth ETF

ETFs
-1.55K
- 7.39%
$301.05 - $346.61 $465K - $536K
19.4K $6.67M
VO
Vanguard Mid Cap ETF

ETFs
-170
- 1.24%
$225.86 - $249.86 $38.4K - $42.5K
13.5K $3.38M
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.39K
- 2.1%
$27.87 - $31.42 $66.5K - $75K
111K $3.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
-469
- 3.46%
$467.28 - $523.17 $219K - $245K
13.1K $6.85M
AMZN
Amazon Com Inc

Consumer Cyclical
-3
- 0.02%
$144.57 - $180.38 $434 - $541
15.9K $2.86M
Activity Summary
Buys All Purchases 37 New Holdings 10 Increased Positions 27 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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