LWL
Leo Wealth LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
14,515
+7,012
| +93% | +$935K | 0.15% | 125 |
|
|
2025
Q1 | $968K | Sell |
7,503
-21,098
| -74% | -$2.72M | 0.14% | 128 |
|
|
2024
Q4 | $3.65M | Buy |
28,601
+18,031
| +171% | +$2.3M | 0.33% | 54 |
|
|
2024
Q3 | $1.36M | Buy |
10,570
+4,214
| +66% | +$540K | 0.12% | 128 |
|
|
2024
Q2 | $754K | Hold |
6,356
| – | – | 0.08% | 175 |
|
|
2024
Q1 | $769K | Hold |
6,356
| – | – | 0.08% | 173 |
|
|
2023
Q4 | $709K | Buy |
+6,356
| New | +$709K | 0.07% | 167 |
|