LWL
Leo Wealth LLC’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
16,189
+1,805
| +13% | +$232K | 0.16% | 113 |
|
|
2025
Q1 | $1.67M | Sell |
14,384
-468
| -3% | -$54.3K | 0.24% | 82 |
|
|
2024
Q4 | $1.74M | Buy |
14,852
+145
| +1% | +$17K | 0.16% | 112 |
|
|
2024
Q3 | $1.76M | Sell |
14,707
-629
| -4% | -$75.3K | 0.16% | 102 |
|
|
2024
Q2 | $1.73M | Buy |
15,336
+85
| +0.6% | +$9.57K | 0.18% | 103 |
|
|
2024
Q1 | $1.69M | Buy |
15,251
+956
| +7% | +$106K | 0.17% | 103 |
|
|
2023
Q4 | $1.47M | Buy |
+14,295
| New | +$1.47M | 0.15% | 111 |
|