LWL
Leo Wealth LLC’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
+14,225
| New | +$3.2M | 0.25% | 77 |
|
|
2025
Q1 | – | Sell |
-14,479
| Closed | -$3.08M | – | 338 |
|
|
2024
Q4 | $3.08M | Buy |
14,479
+10
| +0.1% | +$2.13K | 0.28% | 67 |
|
|
2024
Q3 | $2.99M | Sell |
14,469
-24
| -0.2% | -$4.96K | 0.27% | 65 |
|
|
2024
Q2 | $2.87M | Buy |
14,493
+625
| +5% | +$124K | 0.29% | 62 |
|
|
2024
Q1 | $2.59M | Buy |
13,868
+25
| +0.2% | +$4.67K | 0.27% | 68 |
|
|
2023
Q4 | $2.53M | Buy |
+13,843
| New | +$2.53M | 0.26% | 67 |
|