News + Filings Holdings
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MGO Private Wealth, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Vanguard Growth ETF
| VUG | ETF | 18,284 | 18,284 | 5,173,641,000 | 5,173,641,000 | 3.89 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 29,140 | 29,140 | 4,140,794,000 | 4,140,794,000 | 3.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEF | OPTION | 32,052 | 32,052 | 3,096,223,000 | 3,096,223,000 | 2.33 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 6,430 | 6,430 | 1,063,522,000 | 1,063,522,000 | 0.80 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 4,343 | 4,343 | 997,761,000 | 997,761,000 | 0.75 | |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 16,772 | 16,772 | 842,290,000 | 842,290,000 | 0.63 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYM | Common | 3,498 | 3,498 | 371,033,000 | 371,033,000 | 0.28 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGIT | Common | 6,152 | 6,152 | 360,876,000 | 360,876,000 | 0.27 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 4,248 | 4,248 | 354,963,000 | 354,963,000 | 0.27 | |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 234 | 234 | 202,979,000 | 202,979,000 | 0.15 | |
Hist
| 06/30/2023 |
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