LGWM
V icon

Litman Gregory Wealth Management’s Visa V Stock Holding History

Litman Gregory Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$16.4M Sell
46,768
-558
-1% -$190K 1.2% 21
2025
Q3 		$16.2M Sell
47,326
-382
-0.8% -$132K 1.2% 21
2025
Q2 		$16.9M Sell
47,708
-10,942
-19% -$3.81M 1.33% 19
2025
Q1 		$20.6M Sell
58,650
-466
-0.8% -$158K 1.76% 13
2024
Q4 		$18.7M Sell
59,116
-1,013
-2% -$305K 1.62% 15
2024
Q3 		$16.5M Sell
60,129
-324
-0.5% -$87.6K 1.38% 18
2024
Q2 		$15.9M Buy
60,453
+1,579
+3% +$433K 1.41% 17
2024
Q1 		$16.4M Buy
58,874
+1,654
+3% +$457K 1.49% 18
2023
Q4 		$14.9M Sell
57,220
-153
-0.3% -$37.7K 1.41% 18
2023
Q3 		$13.2M Buy
+57,373
New +$13.8M 1.36% 18
2023
Q2 		– Sell
-4,619
Closed -$1.04M – 110
2023
Q1 		$1.04M Buy
+4,619
New +$1.03M 0.39% 16
2019
Q4 		– Sell
-13
Closed -$2K – 261
2019
Q3 		$2K Sell
13
-12
-48% -$2.14K ﹤0.01% 189
2019
Q2 		$4K Sell
25
-50
-67% -$8.19K ﹤0.01% 188
2019
Q1 		$12K Hold
75
– – ﹤0.01% 103
2018
Q4 		$10K Hold
75
– – ﹤0.01% 115
2018
Q3 		$11K Hold
75
– – ﹤0.01% 85
2018
Q2 		$10K Sell
75
-600
-89% -$77.2K ﹤0.01% 75
2018
Q1 		$81K Buy
+675
New +$81.8K 0.03% 61

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return