LWL
Leo Wealth LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.5M | Buy |
678,646
+299,201
| +79% | +$32.8M | 5.79% | 1 |
|
|
2025
Q1 | $37.2M | Sell |
379,445
-314,094
| -45% | -$30.8M | 5.34% | 3 |
|
|
2024
Q4 | $72.7M | Buy |
693,539
+10,620
| +2% | +$1.11M | 6.52% | 1 |
|
|
2024
Q3 | $69.4M | Buy |
682,919
+7,041
| +1% | +$716K | 6.34% | 2 |
|
|
2024
Q2 | $65.4M | Sell |
675,878
-56,379
| -8% | -$5.45M | 6.67% | 2 |
|
|
2024
Q1 | $68.1M | Buy |
732,257
+43,678
| +6% | +$4.06M | 6.97% | 2 |
|
|
2023
Q4 | $60.7M | Buy |
+688,579
| New | +$60.7M | 6.29% | 2 |
|