Leo Wealth, LLC VSGX Holdings History

Number of Shares
617,336.00
Current Holdings Value*
$36.41 Mil
% of Portfolio
5.23%
Total Estimate Gain
$10.33 Mil
% of Total Estimate Gain
24.62%

Leo Wealth, LLC's Vanguard ESG International Stock ETF Holding Summary

As of 2025-03-31, Leo Wealth, LLC held 617,336.00 shares of Vanguard ESG International Stock ETF(VSGX), totaling $36.41 Mil. This investment constitutes 5.23% of their stock portfolio, and Leo Wealth, LLC now holds 0.92% of the outstanding Vanguard ESG International Stock ETF(VSGX) stock.

The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 2 purchases of VSGX, at an average price of $52.04, for a total of 806,443.00 shares. In addition, there have been 3 sales at an average price of $58.78 for 189,107.00 shares. Based on historical transaction data and VSGX's current price of $66.72, Leo Wealth, LLC's estimated gain on his VSGX holdings is $10.33 Mil, reflecting a 24.62% gain to date.

Leo Wealth, LLC VSGX ($66.72) Holding Chart

Leo Wealth, LLC VSGX ($66.72) 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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