Leo Wealth, LLC ESGV Holdings History
Leo Wealth, LLC's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, Leo Wealth, LLC held 379,445.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $37.17 Mil. This investment constitutes 5.34% of their stock portfolio, and Leo Wealth, LLC now holds 0.4% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 3 purchases of ESGV, at an average price of $79.95, for a total of 749,918.00 shares. In addition, there have been 2 sales at an average price of $102.75 for 370,473.00 shares. Based on historical transaction data and ESGV's current price of $110.15, Leo Wealth, LLC's estimated gain on his ESGV holdings is $19.91 Mil, reflecting a 33.20% gain to date.
Leo Wealth, LLC ESGV ($110.15) Holding Chart
Leo Wealth, LLC ESGV ($110.15) 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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