MGO Private Wealth, LLC VTES Holdings History
MGO Private Wealth, LLC's Vanguard Short-Term Tax Exempt Bond ETF Holding Summary
As of 2025-03-31, MGO Private Wealth, LLC held 41,306.00 shares of Vanguard Short-Term Tax Exempt Bond ETF(VTES), totaling $4.15 Mil. This investment constitutes 2.93% of their stock portfolio, and MGO Private Wealth, LLC now holds 0.57% of the outstanding Vanguard Short-Term Tax Exempt Bond ETF(VTES) stock.
The initial trade took place in 2024Q2. And since then MGO Private Wealth, LLC has made 4 purchases of VTES, at an average price of $100.43, for a total of 41,306.00 shares. Based on historical transaction data and VTES's current price of $101.10, MGO Private Wealth, LLC's estimated gain on his VTES holdings is $27,301.70, reflecting a 0.66% gain to date.
MGO Private Wealth, LLC VTES ($101.10) Holding Chart
MGO Private Wealth, LLC VTES ($101.10) 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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