LWL
Leo Wealth LLC’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
24,130
+13,052
| +118% | +$5.72M | 0.82% | 25 |
|
|
2025
Q1 | $4.11M | Sell |
11,078
-9,396
| -46% | -$3.48M | 0.59% | 34 |
|
|
2024
Q4 | $8.4M | Sell |
20,474
-283
| -1% | -$116K | 0.75% | 25 |
|
|
2024
Q3 | $7.97M | Sell |
20,757
-343
| -2% | -$132K | 0.73% | 25 |
|
|
2024
Q2 | $7.92M | Buy |
21,100
+377
| +2% | +$141K | 0.81% | 23 |
|
|
2024
Q1 | $7.13M | Buy |
20,723
+685
| +3% | +$236K | 0.73% | 27 |
|
|
2023
Q4 | $6.47M | Buy |
+20,038
| New | +$6.47M | 0.67% | 27 |
|