LWL
Leo Wealth LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Buy |
15,138
+6,362
| +72% | +$3.64M | 0.67% | 29 |
|
|
2025
Q1 | $4.51M | Sell |
8,776
-1,230
| -12% | -$632K | 0.65% | 31 |
|
|
2024
Q4 | $5.39M | Buy |
10,006
+528
| +6% | +$285K | 0.48% | 39 |
|
|
2024
Q3 | $5M | Buy |
9,478
+2,107
| +29% | +$1.11M | 0.46% | 37 |
|
|
2024
Q2 | $3.69M | Buy |
7,371
+26
| +0.4% | +$13K | 0.38% | 46 |
|
|
2024
Q1 | $3.53M | Buy |
7,345
+1,372
| +23% | +$659K | 0.36% | 49 |
|
|
2023
Q4 | $2.68M | Buy |
+5,973
| New | +$2.68M | 0.28% | 63 |
|