LEO BROKERAGE, LLC ESGV Holdings History

Number of Shares
673,002.00
Current Holdings Value*
$52.65 Mil
% of Portfolio
6.01%
Total Estimate Gain
$23.16 Mil
% of Total Estimate Gain
43.19%

LEO BROKERAGE, LLC's Vanguard ESG U.S. Stock ETF Holding Summary

As of 2023-06-30, LEO BROKERAGE, LLC held 673,002.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $52.65 Mil. This investment constitutes 6.01% of their stock portfolio, and LEO BROKERAGE, LLC now holds 0.79% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.

The initial trade took place in 2021Q2. And since then LEO BROKERAGE, LLC has made 5 purchases of ESGV, at an average price of $77.02, for a total of 696,180.00 shares. In addition, there have been 1 sales at an average price of $73.44 for 23,178.00 shares. Based on historical transaction data and ESGV's current price of $111.55, LEO BROKERAGE, LLC's estimated gain on his ESGV holdings is $23.16 Mil, reflecting a 43.19% gain to date.

LEO BROKERAGE, LLC ESGV ($111.55) Holding Chart

LEO BROKERAGE, LLC ESGV ($111.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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