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

Leo Wealth, LLC

$696 Billion
Q1 2025

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 379,445 shares of ESGV stock, worth $37 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares

379,445

Previous 693,539 45.29%

Holding current value

$37 Million

Previous $72.7 Billion 48.9%

% of portfolio

5.34%

Previous 6.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$96.93 - $109.51 $30.4 Million - $34.4 Million	-314,094 Reduced 45.29%	379,445 $37.2 Billion
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

630

Shares Held

30.6M

Call Options Held

Put Options Held

2.8K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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