Leo Wealth, LLC Vanguard Mid Cap ETF Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 831 shares of VO stock, worth $235,621. This represents 0.02% of its overall portfolio holdings.

Number of Shares

831

Holding current value

$235,621

% of portfolio

0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$228.54 - $279.83 $189,916 - $232,538	831 New	831 $233 Million
Q4 2024 Jan 27, 2025	BUY	$261.5 - $284.63 $202,924 - $220,872	776 New	776 $205 Million
Q2 2024 Jul 17, 2024	SELL	$234.99 - $248.98 $3,524 - $3,734	-15 Reduced 1.77%	831 $200 Million
Q1 2024 May 09, 2024	SELL	$225.86 - $249.86 $1,129 - $1,249	-5 Reduced 0.59%	846 $211 Million
Q4 2023 Mar 14, 2024	BUY	$195.66 - $233.95 $166,506 - $199,091	851 New	851 $205 Million

Others Institutions Holding VO

# of Institutions

2,405

Shares Held

208M

Call Options Held

69.3K

Put Options Held

25.1K

Wells Fargo & Company San Francisco, CA

24M
Shares

$6.79 Billion
1.45% of portfolio
Jones Financial Companies Lllp

21M
Shares

$5.95 Billion
4.48% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$4.71 Billion
0.35% of portfolio
Creative Planning Overland Park, KS

8.41M
Shares

$2.38 Billion
2.03% of portfolio
Morgan Stanley New York, NY

8.03M
Shares

$2.28 Billion
0.15% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account