LGWM
Litman Gregory Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
4,002
| – | – | 0.02% | 115 |
|
|
2025
Q1 | $281K | Sell |
4,002
-157
| -4% | -$11K | 0.02% | 120 |
|
|
2024
Q4 | $264K | Sell |
4,159
-25
| -0.6% | -$1.59K | 0.02% | 116 |
|
|
2024
Q3 | $297K | Hold |
4,184
| – | – | 0.02% | 115 |
|
|
2024
Q2 | $279K | Hold |
4,184
| – | – | 0.02% | 115 |
|
|
2024
Q1 | $282K | Buy |
4,184
+442
| +12% | +$29.8K | 0.03% | 113 |
|
|
2023
Q4 | $241K | Hold |
3,742
| – | – | 0.02% | 112 |
|
|
2023
Q3 | $217K | Sell |
3,742
-436
| -10% | -$25.3K | 0.02% | 118 |
|
|
2023
Q2 | $258K | Buy |
+4,178
| New | +$258K | 0.03% | 76 |
|
|
2023
Q1 | – | Sell |
-19,016
| Closed | -$1.05M | – | 99 |
|
|
2022
Q4 | $1.05M | Hold |
19,016
| – | – | 0.15% | 44 |
|
|
2022
Q3 | $878K | Hold |
19,016
| – | – | 0.14% | 43 |
|
|
2022
Q2 | $1M | Sell |
19,016
-2,611
| -12% | -$138K | 0.15% | 48 |
|
|
2022
Q1 | $1.35M | Sell |
21,627
-56
| -0.3% | -$3.49K | 0.2% | 41 |
|
|
2021
Q4 | $1.48M | Hold |
21,683
| – | – | 0.25% | 40 |
|
|
2021
Q3 | $1.42M | Buy |
21,683
+20,225
| +1,387% | +$1.33M | 0.27% | 39 |
|
|
2021
Q2 | $1.46K | Sell |
1,458
-20,225
| -93% | -$20.2K | 0.27% | 37 |
|
|
2021
Q1 | $1.37M | Sell |
21,683
-1,793
| -8% | -$113K | 0.27% | 37 |
|
|
2020
Q4 | $1.41M | Sell |
23,476
-3,849
| -14% | -$232K | 0.26% | 37 |
|
|
2020
Q3 | $1.43M | Sell |
27,325
-61,222
| -69% | -$3.21M | 0.3% | 34 |
|
|
2020
Q2 | $4.46M | Sell |
88,547
-702,946
| -89% | -$35.4M | 0.98% | 15 |
|
|
2020
Q1 | $34.3M | Buy |
791,493
+49,520
| +7% | +$2.14M | 8.61% | 4 |
|
|
2019
Q4 | $43.5M | Sell |
741,973
-17,658
| -2% | -$1.03M | 9.68% | 4 |
|
|
2019
Q3 | $40.7M | Sell |
759,631
-37,020
| -5% | -$1.98M | 9.96% | 4 |
|
|
2019
Q2 | $43.7M | Sell |
796,651
-8,428
| -1% | -$463K | 11.54% | 3 |
|
|
2019
Q1 | $43.2M | Buy |
805,079
+7,203
| +0.9% | +$386K | 11.75% | 3 |
|
|
2018
Q4 | $38.8M | Sell |
797,876
-166,614
| -17% | -$8.1M | 11.91% | 3 |
|
|
2018
Q3 | $54.2M | Sell |
964,490
-7,160
| -0.7% | -$403K | 18.29% | 2 |
|
|
2018
Q2 | $54.5M | Buy |
971,650
+6,500
| +0.7% | +$365K | 21.48% | 1 |
|
|
2018
Q1 | $56.1M | Buy |
965,150
+45,963
| +5% | +$2.67M | 22.87% | 1 |
|
|
2017
Q4 | $54.4K | Buy |
919,187
+16,038
| +2% | +$949 | 16.35% | 2 |
|
|
2017
Q3 | $52.7M | Buy |
903,149
+44,285
| +5% | +$2.58M | 25.71% | 1 |
|
|
2017
Q2 | $47.4M | Buy |
858,864
+464,484
| +118% | +$25.6M | 26.93% | 1 |
|
|
2017
Q1 | $20.3M | Buy |
394,380
+5,710
| +1% | +$294K | 12.6% | 4 |
|
|
2016
Q4 | $18.6M | Sell |
388,670
-25,035
| -6% | -$1.2M | 12.52% | 4 |
|
|
2016
Q3 | $20.2M | Buy |
413,705
+4,664
| +1% | +$227K | 14.66% | 3 |
|
|
2016
Q2 | $19.1M | Sell |
409,041
-14,609
| -3% | -$682K | 15.16% | 3 |
|
|
2016
Q1 | $20.6M | Buy |
423,650
+59,536
| +16% | +$2.89M | 16.25% | 3 |
|
|
2015
Q4 | $18.2M | Buy |
+364,114
| New | +$18.2M | 13.09% | 3 |
|