LWL
Leo Wealth LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Buy |
37,287
+1,814
| +5% | +$371K | 0.59% | 35 |
|
|
2025
Q1 | $6.88M | Sell |
35,473
-1,263
| -3% | -$245K | 0.99% | 19 |
|
|
2024
Q4 | $7.19M | Buy |
36,736
+267
| +0.7% | +$52.3K | 0.64% | 30 |
|
|
2024
Q3 | $7.22M | Sell |
36,469
-592
| -2% | -$117K | 0.66% | 29 |
|
|
2024
Q2 | $6.76M | Hold |
37,061
| – | – | 0.69% | 29 |
|
|
2024
Q1 | $6.77M | Buy |
37,061
+1,207
| +3% | +$220K | 0.69% | 31 |
|
|
2023
Q4 | $6.11M | Buy |
+35,854
| New | +$6.11M | 0.63% | 30 |
|