LWL
Leo Wealth LLC’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
+6,155
| New | +$1.76M | 0.14% | 129 |
|
|
2025
Q1 | – | Sell |
-5,263
| Closed | -$1.42M | – | 375 |
|
|
2024
Q4 | $1.42M | Buy |
5,263
+11
| +0.2% | +$2.97K | 0.13% | 126 |
|
|
2024
Q3 | $1.38M | Sell |
5,252
-332
| -6% | -$87.4K | 0.13% | 126 |
|
|
2024
Q2 | $1.4M | Sell |
5,584
-2,129
| -28% | -$533K | 0.14% | 113 |
|
|
2024
Q1 | $1.85M | Buy |
7,713
+7
| +0.1% | +$1.68K | 0.19% | 94 |
|
|
2023
Q4 | $1.81M | Buy |
+7,706
| New | +$1.81M | 0.19% | 90 |
|