LGWM
Litman Gregory Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95M | Sell |
1,666,845
-20,446
| -1% | -$1.17M | 7.47% | 3 |
|
|
2025
Q1 | $85.8M | Sell |
1,687,291
-90,355
| -5% | -$4.59M | 7.36% | 3 |
|
|
2024
Q4 | $85M | Sell |
1,777,646
-11,796
| -0.7% | -$564K | 7.37% | 3 |
|
|
2024
Q3 | $94.5M | Buy |
1,789,442
+17,487
| +1% | +$923K | 7.9% | 3 |
|
|
2024
Q2 | $87.6M | Buy |
1,771,955
+268,763
| +18% | +$13.3M | 7.77% | 3 |
|
|
2024
Q1 | $75.4M | Buy |
1,503,192
+124,525
| +9% | +$6.25M | 6.84% | 3 |
|
|
2023
Q4 | $66M | Buy |
1,378,667
+30,308
| +2% | +$1.45M | 6.27% | 3 |
|
|
2023
Q3 | $59M | Buy |
1,348,359
+38,991
| +3% | +$1.7M | 6.08% | 5 |
|
|
2023
Q2 | $60.5M | Buy |
+1,309,368
| New | +$60.5M | 7.55% | 5 |
|
|
2023
Q1 | – | Sell |
-1,234,974
| Closed | -$51.8M | – | 97 |
|
|
2022
Q4 | $51.8M | Sell |
1,234,974
-23,959
| -2% | -$1.01M | 7.24% | 5 |
|
|
2022
Q3 | $45.8M | Sell |
1,258,933
-152,473
| -11% | -$5.54M | 7.32% | 6 |
|
|
2022
Q2 | $57.6M | Buy |
1,411,406
+16,524
| +1% | +$674K | 8.47% | 3 |
|
|
2022
Q1 | $67M | Buy |
1,394,882
+131,996
| +10% | +$6.34M | 9.8% | 3 |
|
|
2021
Q4 | $64.5M | Buy |
1,262,886
+3,057
| +0.2% | +$156K | 10.95% | 3 |
|
|
2021
Q3 | $63.6M | Buy |
1,259,829
+1,196,279
| +1,882% | +$60.4M | 11.97% | 3 |
|
|
2021
Q2 | $63.6K | Sell |
63,550
-1,222,290
| -95% | -$1.22M | 11.86% | 3 |
|
|
2021
Q1 | $63.1M | Sell |
1,285,840
-165,755
| -11% | -$8.14M | 12.37% | 3 |
|
|
2020
Q4 | $68.5M | Sell |
1,451,595
-32,279
| -2% | -$1.52M | 12.59% | 3 |
|
|
2020
Q3 | $60.7M | Buy |
1,483,874
+27,703
| +2% | +$1.13M | 12.54% | 3 |
|
|
2020
Q2 | $56.5M | Buy |
1,456,171
+195,951
| +16% | +$7.6M | 12.47% | 3 |
|
|
2020
Q1 | $42M | Buy |
1,260,220
+57,265
| +5% | +$1.91M | 10.57% | 3 |
|
|
2019
Q4 | $53M | Sell |
1,202,955
-1,991
| -0.2% | -$87.7K | 11.8% | 2 |
|
|
2019
Q3 | $49.5M | Buy |
1,204,946
+13,234
| +1% | +$544K | 12.11% | 2 |
|
|
2019
Q2 | $49.7M | Buy |
1,191,712
+38,548
| +3% | +$1.61M | 13.12% | 2 |
|
|
2019
Q1 | $47.1M | Buy |
1,153,164
+26,587
| +2% | +$1.09M | 12.83% | 2 |
|
|
2018
Q4 | $41.8M | Buy |
1,126,577
+319,178
| +40% | +$11.8M | 12.83% | 2 |
|
|
2018
Q3 | $34.9M | Buy |
807,399
+166,027
| +26% | +$7.18M | 11.78% | 3 |
|
|
2018
Q2 | $27.5M | Buy |
641,372
+10,874
| +2% | +$466K | 10.84% | 3 |
|
|
2018
Q1 | $27.9M | Buy |
630,498
+20,041
| +3% | +$887K | 11.37% | 3 |
|
|
2017
Q4 | $27.4K | Buy |
610,457
+19,579
| +3% | +$878 | 8.24% | 4 |
|
|
2017
Q3 | $25.7M | Buy |
590,878
+25,279
| +4% | +$1.1M | 12.52% | 3 |
|
|
2017
Q2 | $23.4M | Buy |
565,599
+26,824
| +5% | +$1.11M | 13.29% | 3 |
|
|
2017
Q1 | $21.2M | Sell |
538,775
-18,612
| -3% | -$731K | 13.11% | 3 |
|
|
2016
Q4 | $20.4M | Buy |
557,387
+74,292
| +15% | +$2.71M | 13.69% | 2 |
|
|
2016
Q3 | $18.1M | Buy |
483,095
+113,542
| +31% | +$4.25M | 13.15% | 4 |
|
|
2016
Q2 | $13.1M | Buy |
369,553
+38,513
| +12% | +$1.36M | 10.38% | 4 |
|
|
2016
Q1 | $11.9M | Sell |
331,040
-28,867
| -8% | -$1.04M | 9.39% | 4 |
|
|
2015
Q4 | $13.2M | Buy |
+359,907
| New | +$13.2M | 9.52% | 5 |
|
|
2014
Q3 | $6.63M | Sell |
166,839
-62,120
| -27% | -$2.47M | 8.92% | 4 |
|
|
2014
Q2 | $9.75M | Buy |
228,959
+19,575
| +9% | +$834K | 17.47% | 2 |
|
|
2014
Q1 | $8.64M | Buy |
209,384
+25,078
| +14% | +$1.03M | 10.4% | 2 |
|
|
2013
Q4 | $7.68M | Buy |
184,306
+230
| +0.1% | +$9.59K | 9.47% | 4 |
|
|
2013
Q3 | $7.29M | Sell |
184,076
-2,297
| -1% | -$90.9K | 8.75% | 4 |
|
|
2013
Q2 | $6.64M | Buy |
+186,373
| New | +$6.64M | 7.4% | 5 |
|