Leo Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Leo Wealth, LLC
- $1.29 Trillion
- Q2 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 678,646 shares of ESGV stock, worth $76.7 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
678,646
Previous 379,445
78.85%
Holding current value
$76.7 Million
Previous $37.2 Billion
100.37%
% of portfolio
5.79%
Previous 5.34%
Shares
7 transactions
Others Institutions Holding ESGV
# of Institutions
672Shares Held
30.9MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$374 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$189 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$172 Million0.44% of portfolio
-
Creative Planning Overland Park, KS1.28MShares$144 Million0.12% of portfolio
-
Visa Foundation1.17MShares$132 Million100.0% of portfolio