LWL
Leo Wealth LLC’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+831
| New | +$233K | 0.02% | 353 |
|
|
2025
Q1 | – | Sell |
-776
| Closed | -$205K | – | 372 |
|
|
2024
Q4 | $205K | Buy |
+776
| New | +$205K | 0.02% | 341 |
|
|
2024
Q3 | – | Sell |
-831
| Closed | -$200K | – | 365 |
|
|
2024
Q2 | $200K | Sell |
831
-15
| -2% | -$3.61K | 0.02% | 319 |
|
|
2024
Q1 | $211K | Sell |
846
-5
| -0.6% | -$1.24K | 0.02% | 313 |
|
|
2023
Q4 | $205K | Buy |
+851
| New | +$205K | 0.02% | 312 |
|