A detailed history of Leo Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Leo Wealth, LLC holds 682,919 shares of ESGV stock, worth $71.8 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares
682,919
Previous 675,878 1.04%
Holding current value
$71.8 Million
Previous $65.4 Billion 6.18%
% of portfolio
6.34%
Previous 6.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$91.37 - $101.65 $643,336 - $715,717
7,041 Added 1.04%
682,919 $69.4 Billion
Q2 2024

Jul 17, 2024

SELL
$87.24 - $97.37 $4.92 Million - $5.49 Million
-56,379 Reduced 7.7%
675,878 $65.4 Billion
Q1 2024

May 09, 2024

BUY
$83.14 - $93.19 $3.63 Million - $4.07 Million
43,678 Added 6.34%
732,257 $68.1 Billion
Q4 2023

Mar 14, 2024

BUY
$71.95 - $85.41 $49.5 Million - $58.8 Million
688,579 New
688,579 $60.7 Billion

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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