LGWM
Litman Gregory Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
27,784
-665
| -2% | -$44.7K | 0.15% | 60 |
|
|
2025
Q1 | $1.73M | Sell |
28,449
-2,400
| -8% | -$146K | 0.15% | 58 |
|
|
2024
Q4 | $1.77M | Hold |
30,849
| – | – | 0.15% | 55 |
|
|
2024
Q3 | $1.94M | Hold |
30,849
| – | – | 0.16% | 53 |
|
|
2024
Q2 | $1.81M | Hold |
30,849
| – | – | 0.16% | 56 |
|
|
2024
Q1 | $1.81M | Buy |
30,849
+5,263
| +21% | +$309K | 0.16% | 57 |
|
|
2023
Q4 | $1.44M | Hold |
25,586
| – | – | 0.14% | 60 |
|
|
2023
Q3 | $1.33M | Sell |
25,586
-629
| -2% | -$32.6K | 0.14% | 61 |
|
|
2023
Q2 | $1.43M | Buy |
+26,215
| New | +$1.43M | 0.18% | 38 |
|
|
2023
Q1 | – | Sell |
-26,758
| Closed | -$1.34M | – | 98 |
|
|
2022
Q4 | $1.34M | Buy |
26,758
+776
| +3% | +$38.9K | 0.19% | 37 |
|
|
2022
Q3 | $1.15M | Sell |
25,982
-5,500
| -17% | -$244K | 0.18% | 37 |
|
|
2022
Q2 | $1.57M | Hold |
31,482
| – | – | 0.23% | 41 |
|
|
2022
Q1 | $1.81M | Buy |
31,482
+3,243
| +11% | +$187K | 0.27% | 37 |
|
|
2021
Q4 | $1.73M | Sell |
28,239
-4,419
| -14% | -$271K | 0.29% | 37 |
|
|
2021
Q3 | $1.99M | Buy |
32,658
+30,618
| +1,501% | +$1.87M | 0.37% | 34 |
|
|
2021
Q2 | $2.04K | Sell |
2,040
-29,927
| -94% | -$29.9K | 0.38% | 30 |
|
|
2021
Q1 | $1.94M | Sell |
31,967
-867
| -3% | -$52.6K | 0.38% | 29 |
|
|
2020
Q4 | $1.92M | Sell |
32,834
-758
| -2% | -$44.2K | 0.35% | 32 |
|
|
2020
Q3 | $1.7M | Sell |
33,592
-470
| -1% | -$23.7K | 0.35% | 30 |
|
|
2020
Q2 | $1.62M | Sell |
34,062
-18,846
| -36% | -$897K | 0.36% | 30 |
|
|
2020
Q1 | $2.17M | Sell |
52,908
-13,262
| -20% | -$544K | 0.55% | 23 |
|
|
2019
Q4 | $3.56M | Sell |
66,170
-497
| -0.7% | -$26.7K | 0.79% | 20 |
|
|
2019
Q3 | $3.33M | Hold |
66,667
| – | – | 0.81% | 19 |
|
|
2019
Q2 | $3.4M | Sell |
66,667
-246
| -0.4% | -$12.5K | 0.9% | 18 |
|
|
2019
Q1 | $3.36M | Buy |
66,913
+980
| +1% | +$49.2K | 0.91% | 19 |
|
|
2018
Q4 | $3.01M | Sell |
65,933
-3,656
| -5% | -$167K | 0.92% | 18 |
|
|
2018
Q3 | $3.62M | Sell |
69,589
-3,396
| -5% | -$177K | 1.22% | 16 |
|
|
2018
Q2 | $3.78M | Sell |
72,985
-2,000
| -3% | -$104K | 1.49% | 13 |
|
|
2018
Q1 | $4.08M | Buy |
74,985
+13,760
| +22% | +$748K | 1.66% | 11 |
|
|
2017
Q4 | $3.35K | Buy |
61,225
+17,900
| +41% | +$979 | 1.01% | 13 |
|
|
2017
Q3 | $2.28M | Buy |
43,325
+26,660
| +160% | +$1.41M | 1.11% | 13 |
|
|
2017
Q2 | $834K | Buy |
16,665
+9,970
| +149% | +$499K | 0.47% | 17 |
|
|
2017
Q1 | $320K | Buy |
6,695
+4,495
| +204% | +$215K | 0.2% | 23 |
|
|
2016
Q4 | $97K | Buy |
+2,200
| New | +$97K | 0.07% | 28 |
|
|
2014
Q3 | – | Sell |
-73
| Closed | -$4K | – | 20 |
|
|
2014
Q2 | $4K | Hold |
73
| – | – | 0.01% | 19 |
|
|
2014
Q1 | $4K | Sell |
73
-416
| -85% | -$22.8K | ﹤0.01% | 23 |
|
|
2013
Q4 | $25K | Buy |
+489
| New | +$25K | 0.03% | 23 |
|