Leo Wealth, LLC Vanguard Mid Cap Value Index F Transaction History

Leo Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$141.87 - $164.49 $705,093 - $817,515	4,970 New	4,970 $817 Million
Q4 2024 Jan 27, 2025	SELL	$160.89 - $176.18 $10,940 - $11,980	-68 Reduced 1.26%	5,336 $863 Million
Q3 2024 Oct 21, 2024	BUY	$149.02 - $167.67 $326,949 - $367,867	2,194 Added 68.35%	5,404 $906 Million
Q2 2024 Jul 17, 2024	BUY	$146.82 - $155.77 $170,898 - $181,316	1,164 Added 56.89%	3,210 $479 Million
Q1 2024 May 09, 2024	SELL	$141.07 - $155.91 $41,756 - $46,149	-296 Reduced 12.64%	2,046 $317 Million

Q4 2023 Mar 14, 2024	BUY	$124.27 - $145.8 $291,040 - $341,463	2,342 New	2,342 $355 Million

1,259

73M

30.9K

7.7K

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