LGWM
Litman Gregory Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
1,954
-300
| -13% | -$71.1K | 0.04% | 96 |
|
|
2025
Q1 | $500K | Sell |
2,254
-339
| -13% | -$75.2K | 0.04% | 88 |
|
|
2024
Q4 | $623K | Hold |
2,593
| – | – | 0.05% | 75 |
|
|
2024
Q3 | $615K | Buy |
2,593
+21
| +0.8% | +$4.98K | 0.05% | 80 |
|
|
2024
Q2 | $561K | Hold |
2,572
| – | – | 0.05% | 81 |
|
|
2024
Q1 | $588K | Buy |
2,572
+235
| +10% | +$53.7K | 0.05% | 82 |
|
|
2023
Q4 | $499K | Buy |
2,337
+74
| +3% | +$15.8K | 0.05% | 83 |
|
|
2023
Q3 | $428K | Hold |
2,263
| – | – | 0.04% | 88 |
|
|
2023
Q2 | $450K | Buy |
+2,263
| New | +$450K | 0.06% | 58 |
|
|
2023
Q1 | – | Sell |
-2,263
| Closed | -$415K | – | 95 |
|
|
2022
Q4 | $415K | Buy |
2,263
+603
| +36% | +$111K | 0.06% | 61 |
|
|
2022
Q3 | $284K | Buy |
1,660
+140
| +9% | +$24K | 0.05% | 62 |
|
|
2022
Q2 | $268K | Buy |
+1,520
| New | +$268K | 0.04% | 83 |
|
|
2021
Q2 | – | Sell |
-164
| Closed | -$35K | – | 181 |
|
|
2021
Q1 | $35K | Hold |
164
| – | – | 0.01% | 113 |
|
|
2020
Q4 | $32K | Hold |
164
| – | – | 0.01% | 113 |
|
|
2020
Q3 | $25K | Hold |
164
| – | – | 0.01% | 116 |
|
|
2020
Q2 | $24K | Hold |
164
| – | – | 0.01% | 108 |
|
|
2020
Q1 | $19K | Buy |
164
+8
| +5% | +$927 | ﹤0.01% | 105 |
|
|
2019
Q4 | $26K | Hold |
156
| – | – | 0.01% | 115 |
|
|
2019
Q3 | $24K | Hold |
156
| – | – | 0.01% | 103 |
|
|
2019
Q2 | $24K | Buy |
156
+50
| +47% | +$7.69K | 0.01% | 131 |
|
|
2019
Q1 | $16K | Hold |
106
| – | – | ﹤0.01% | 97 |
|
|
2018
Q4 | $14K | Hold |
106
| – | – | ﹤0.01% | 106 |
|
|
2018
Q3 | $17K | Buy |
106
+65
| +159% | +$10.4K | 0.01% | 77 |
|
|
2018
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 83 |
|
|
2018
Q1 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 148 |
|