Ownership history in Leo Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in VANGUARD WORLD FD (ESGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 694,165 | +317,058 | +84.1% | 6.09% | $84.0M | $120.96 |
| 2025 Q3 | REDUCED | 377,107 | -301,539 | -44.4% | 5.79% | $44.7M | $118.15 |
| 2025 Q2 | ADDED | 678,646 | +299,201 | +78.9% | 5.79% | $74.5M | $109.11 |
| 2025 Q1 | REDUCED | 379,445 | -314,094 | -45.3% | 5.34% | $37.2M | $97.24 |
| 2024 Q4 | ADDED | 693,539 | +10,620 | +1.6% | 6.52% | $72.7M | $103.85 |
| 2024 Q3 | ADDED | 682,919 | +7,041 | +1.0% | 6.34% | $69.4M | $100.36 |
| 2024 Q2 | REDUCED | 675,878 | -56,379 | -7.7% | 6.67% | $65.4M | $95.13 |
| 2024 Q1 | ADDED | 732,257 | +43,678 | +6.3% | 6.97% | $68.1M | $91.47 |
| 2023 Q4 | INITIATED | 688,579 | — | — | 6.29% | $60.7M | — |
As of 2025 Q4 — sorted by position size