LWL
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Leo Wealth LLC’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Leo Wealth LLC’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,418
Closed -$274K – 364
2024
Q2 		$274K Buy
+2,418
New +$269K 0.03% 280

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Leo Wealth LLC's VFMV Position: Q3 2024 in Review

Leo Wealth LLC sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q3 2024, closing a stake of 2,418 shares — an estimated $274K sold.

Leo Wealth LLC first reported a position in VFMV in Q2 2024 and held it in 1 quarter. The position peaked at $274K in Q2 2024. 38 funds tracked by Wall St. Rank hold VFMV as of Q3 2024.

  • Leo Wealth LLC reported no remaining Vanguard US Minimum Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 2,418 Vanguard US Minimum Volatility ETF shares in Q3 2024, an estimated $274K.
  • Leo Wealth LLC first reported a position in Vanguard US Minimum Volatility ETF in Q2 2024 and held it in 1 quarter.
  • Leo Wealth LLC's Vanguard US Minimum Volatility ETF position peaked at $274K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2024.

Based on Leo Wealth LLC's 13F filing for Q3 2024, filed 21 Oct 2024.