LGWM
Litman Gregory Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Hold |
16,230
| – | – | 0.47% | 44 |
|
|
2025
Q1 | $5.01M | Hold |
16,230
| – | – | 0.43% | 45 |
|
|
2024
Q4 | $5.57M | Hold |
16,230
| – | – | 0.48% | 40 |
|
|
2024
Q3 | $5.23M | Hold |
16,230
| – | – | 0.44% | 42 |
|
|
2024
Q2 | $5.1M | Sell |
16,230
-1,000
| -6% | -$314K | 0.45% | 41 |
|
|
2024
Q1 | $4.94M | Hold |
17,230
| – | – | 0.45% | 41 |
|
|
2023
Q4 | $4.47M | Hold |
17,230
| – | – | 0.42% | 43 |
|
|
2023
Q3 | $3.91M | Hold |
17,230
| – | – | 0.4% | 43 |
|
|
2023
Q2 | $4.05M | Buy |
+17,230
| New | +$4.05M | 0.51% | 28 |
|
|
2023
Q1 | – | Sell |
-20,424
| Closed | -$3.51M | – | 74 |
|
|
2022
Q4 | $3.51M | Sell |
20,424
-274
| -1% | -$47.1K | 0.49% | 28 |
|
|
2022
Q3 | $3.61M | Hold |
20,698
| – | – | 0.58% | 25 |
|
|
2022
Q2 | $3.76M | Hold |
20,698
| – | – | 0.55% | 29 |
|
|
2022
Q1 | $4.87M | Hold |
20,698
| – | – | 0.71% | 24 |
|
|
2021
Q4 | $5.4M | Hold |
20,698
| – | – | 0.92% | 20 |
|
|
2021
Q3 | $4.86M | Buy |
20,698
+15,909
| +332% | +$3.74M | 0.91% | 18 |
|
|
2021
Q2 | $4.79K | Sell |
4,789
-16,515
| -78% | -$16.5K | 0.89% | 17 |
|
|
2021
Q1 | $4.41M | Sell |
21,304
-338
| -2% | -$70K | 0.86% | 17 |
|
|
2020
Q4 | $4.41M | Hold |
21,642
| – | – | 0.81% | 17 |
|
|
2020
Q3 | $4.01M | Sell |
21,642
-591
| -3% | -$110K | 0.83% | 15 |
|
|
2020
Q2 | $3.64M | Sell |
22,233
-367
| -2% | -$60K | 0.8% | 17 |
|
|
2020
Q1 | $2.87M | Sell |
22,600
-697
| -3% | -$88.6K | 0.72% | 19 |
|
|
2019
Q4 | $3.39M | Hold |
23,297
| – | – | 0.76% | 21 |
|
|
2019
Q3 | $3.09M | Sell |
23,297
-1,365
| -6% | -$181K | 0.76% | 21 |
|
|
2019
Q2 | $3.19M | Hold |
24,662
| – | – | 0.84% | 20 |
|
|
2019
Q1 | $3.07M | Sell |
24,662
-133
| -0.5% | -$16.5K | 0.84% | 20 |
|
|
2018
Q4 | $2.65M | Sell |
24,795
-4,111
| -14% | -$440K | 0.81% | 20 |
|
|
2018
Q3 | $3.71M | Sell |
28,906
-1,065
| -4% | -$137K | 1.25% | 15 |
|
|
2018
Q2 | $3.57M | Sell |
29,971
-2,100
| -7% | -$250K | 1.4% | 15 |
|
|
2018
Q1 | $3.6M | Buy |
32,071
+6,065
| +23% | +$681K | 1.47% | 13 |
|
|
2017
Q4 | $2.9K | Buy |
26,006
+17,380
| +201% | +$1.94K | 0.87% | 14 |
|
|
2017
Q3 | $903K | Buy |
8,626
+6,800
| +372% | +$712K | 0.44% | 19 |
|
|
2017
Q2 | $183K | Hold |
1,826
| – | – | 0.1% | 25 |
|
|
2017
Q1 | $175K | Buy |
+1,826
| New | +$175K | 0.11% | 27 |
|