Leo Wealth, LLC Vanguard Mid Cap ETF Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 776 shares of VO stock, worth $215,378. This represents 0.02% of its overall portfolio holdings.

Number of Shares

776

Holding current value

$215,378

% of portfolio

0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$261.5 - $284.63 $202,924 - $220,872	776 New	776 $205 Million
Q2 2024 Jul 17, 2024	SELL	$234.99 - $248.98 $3,524 - $3,734	-15 Reduced 1.77%	831 $200 Million
Q1 2024 May 09, 2024	SELL	$225.86 - $249.86 $1,129 - $1,249	-5 Reduced 0.59%	846 $211 Million
Q4 2023 Mar 14, 2024	BUY	$195.66 - $233.95 $166,506 - $199,091	851 New	851 $205 Million

Others Institutions Holding VO

# of Institutions

2,283

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

Wells Fargo & Company San Francisco, CA

22.4M
Shares

$6.22 Billion
1.37% of portfolio
Jones Financial Companies Lllp

17.4M
Shares

$4.84 Billion
4.4% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$4.6 Billion
0.37% of portfolio
Creative Planning Overland Park, KS

8.09M
Shares

$2.24 Billion
2.08% of portfolio
Morgan Stanley New York, NY

7.67M
Shares

$2.13 Billion
0.15% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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