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

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 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 682,919 shares of ESGV stock, worth $72.4 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares
682,919
Previous 675,878 1.04%
Holding current value
$72.4 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

# of Institutions
545
Shares Held
27.3M
Call Options Held
700
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email