LWL
Leo Wealth LLC’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
23,193
+8,600
| +59% | +$1.52M | 0.32% | 60 |
|
|
2025
Q1 | $2.52M | Sell |
14,593
-1,401
| -9% | -$242K | 0.36% | 56 |
|
|
2024
Q4 | $2.71M | Sell |
15,994
-1,836
| -10% | -$311K | 0.24% | 73 |
|
|
2024
Q3 | $3.11M | Buy |
17,830
+1,570
| +10% | +$274K | 0.28% | 63 |
|
|
2024
Q2 | $2.61M | Buy |
16,260
+1
| +0% | +$160 | 0.27% | 71 |
|
|
2024
Q1 | $2.65M | Buy |
16,259
+1,385
| +9% | +$226K | 0.27% | 66 |
|
|
2023
Q4 | $2.23M | Buy |
+14,874
| New | +$2.23M | 0.23% | 76 |
|