Number of Shares
56,949.00
Current Holdings Value*
$29.27 Mil
% of Portfolio
20.64%
Total Estimate Gain
$10.81 Mil
% of Total Estimate Gain
44.78%

MGO Private Wealth, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, MGO Private Wealth, LLC held 56,949.00 shares of Vanguard S&P 500 ETF(VOO), totaling $29.27 Mil. This investment constitutes 20.64% of their stock portfolio, and MGO Private Wealth, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2022Q3. And since then MGO Private Wealth, LLC has made 7 purchases of VOO, at an average price of $393.37, for a total of 61,373.00 shares. In addition, there have been 3 sales at an average price of $474.28 for 4,424.00 shares. Based on historical transaction data and VOO's current price of $576.92, MGO Private Wealth, LLC's estimated gain on his VOO holdings is $10.81 Mil, reflecting a 44.78% gain to date.

MGO Private Wealth, LLC VOO ($576.92) Holding Chart

MGO Private Wealth, LLC VOO ($576.92) 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 %

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