LWL
Leo Wealth LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
+10,924
| New | +$653K | 0.05% | 206 |
|
|
2025
Q1 | – | Sell |
-111,390
| Closed | -$6.46M | – | 369 |
|
|
2024
Q4 | $6.46M | Buy |
+111,390
| New | +$6.46M | 0.58% | 31 |
|
|
2024
Q2 | – | Sell |
-8,174
| Closed | -$479K | – | 353 |
|
|
2024
Q1 | $479K | Buy |
8,174
+43
| +0.5% | +$2.52K | 0.05% | 219 |
|
|
2023
Q4 | $482K | Buy |
+8,131
| New | +$482K | 0.05% | 209 |
|