Leo Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

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 693,539 shares of ESGV stock, worth $68.7 Million. This represents 6.52% of its overall portfolio holdings.

Number of Shares

693,539

Previous 682,919 1.56%

Holding current value

$68.7 Million

Previous $69.4 Billion 4.78%

% of portfolio

6.52%

Previous 6.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$100.18 - $109.1 $1.06 Million - $1.16 Million	10,620 Added 1.56%	693,539 $72.7 Billion
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

# of Institutions

619

Shares Held

28.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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