Leo Wealth LLC’s BlackRock MuniVest Fund MVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-339,809
| Closed | -$2.35M | – | 471 |
|
|
2025
Q4 | $2.35M | Buy |
339,809
+92,177
| +37% | +$640K | 0.17% | 103 |
|
|
2025
Q3 | $1.7M | Sell |
247,632
-75,194
| -23% | -$502K | 0.22% | 87 |
|
|
2025
Q2 | $2.12M | Buy |
322,826
+79,510
| +33% | +$536K | 0.17% | 109 |
|
|
2025
Q1 | $1.71M | Sell |
243,316
-64,301
| -21% | -$462K | 0.25% | 80 |
|
|
2024
Q4 | $2.17M | Buy |
307,617
+5,283
| +2% | +$38.8K | 0.19% | 90 |
|
|
2024
Q3 | $2.3M | Buy |
302,334
+29,607
| +11% | +$220K | 0.21% | 84 |
|
|
2024
Q2 | $1.96M | Buy |
+272,727
| New | +$1.91M | 0.2% | 87 |
|