LWL
Leo Wealth LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
10,895
+1,804
| +20% | +$548K | 0.26% | 74 |
|
|
2025
Q1 | $2.5M | Sell |
9,091
-684
| -7% | -$188K | 0.36% | 57 |
|
|
2024
Q4 | $2.63M | Buy |
9,775
+783
| +9% | +$211K | 0.24% | 74 |
|
|
2024
Q3 | $2.55M | Sell |
8,992
-1,260
| -12% | -$357K | 0.23% | 75 |
|
|
2024
Q2 | $2.74M | Buy |
10,252
+381
| +4% | +$102K | 0.28% | 67 |
|
|
2024
Q1 | $2.57M | Buy |
9,871
+92
| +0.9% | +$23.9K | 0.26% | 70 |
|
|
2023
Q4 | $2.33M | Buy |
+9,779
| New | +$2.33M | 0.24% | 73 |
|