Number of Shares
156,982.00
Current Holdings Value*
$11.53 Mil
% of Portfolio
8.13%
Total Estimate Gain
$-278,931.04
% of Total Estimate Gain
-1.52%

MGO Private Wealth, LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, MGO Private Wealth, LLC held 156,982.00 shares of Vanguard Total Bond Market ETF(BND), totaling $11.53 Mil. This investment constitutes 8.13% of their stock portfolio, and MGO Private Wealth, LLC now holds 0.01% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2022Q3. And since then MGO Private Wealth, LLC has made 8 purchases of BND, at an average price of $73.20, for a total of 250,564.00 shares. In addition, there have been 2 sales at an average price of $70.81 for 93,582.00 shares. Based on historical transaction data and BND's current price of $72.85, MGO Private Wealth, LLC's estimated gain on his BND holdings is $-278,931.04, reflecting a -1.52% gain to date.

MGO Private Wealth, LLC BND ($72.85) Holding Chart

MGO Private Wealth, LLC BND ($72.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1