Leo Wealth LLC’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
+4,970
New +$817K 0.06% 186
2025
Q1
Sell
-5,336
Closed -$863K 373
2024
Q4
$863K Sell
5,336
-68
-1% -$11K 0.08% 169
2024
Q3
$906K Buy
5,404
+2,194
+68% +$368K 0.08% 164
2024
Q2
$479K Buy
3,210
+1,164
+57% +$174K 0.05% 224
2024
Q1
$317K Sell
2,046
-296
-13% -$45.8K 0.03% 262
2023
Q4
$355K Buy
+2,342
New +$355K 0.04% 243