Ownership history in MGO Private Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which MGO Private Wealth, LLC reported a position in VANGUARD WELLINGTON FD (VTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 49,226 | -1,330 | -2.6% | 3.10% | $5.0M | $101.12 |
| 2025 Q3 | ADDED | 50,556 | +6,137 | +13.8% | 3.09% | $5.2M | $100.53 |
| 2025 Q2 | ADDED | 44,419 | +3,113 | +7.5% | 2.87% | $4.5M | $98.86 |
| 2025 Q1 | ADDED | 41,306 | +16,159 | +64.3% | 2.93% | $4.2M | $97.77 |
| 2024 Q4 | ADDED | 25,147 | +8,786 | +53.7% | 1.79% | $2.5M | $97.06 |
| 2024 Q3 | ADDED | 16,361 | +2,928 | +21.8% | 1.18% | $1.7M | $97.22 |
| 2024 Q2 | INITIATED | 13,433 | — | — | 0.84% | $1.3M | — |
As of 2025 Q4 — sorted by position size