LGWM
Litman Gregory Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3M | Buy |
104,595
+67,088
| +179% | +$18.8M | 2.3% | 10 |
|
|
2025
Q1 | $9.7M | Buy |
37,507
+34,426
| +1,117% | +$8.9M | 0.83% | 30 |
|
|
2024
Q4 | $814K | Hold |
3,081
| – | – | 0.07% | 73 |
|
|
2024
Q3 | $813K | Hold |
3,081
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $746K | Buy |
3,081
+53
| +2% | +$12.8K | 0.07% | 76 |
|
|
2024
Q1 | $757K | Buy |
3,028
+270
| +10% | +$67.5K | 0.07% | 78 |
|
|
2023
Q4 | $642K | Buy |
2,758
+249
| +10% | +$57.9K | 0.06% | 78 |
|
|
2023
Q3 | $522K | Hold |
2,509
| – | – | 0.05% | 85 |
|
|
2023
Q2 | $552K | Buy |
+2,509
| New | +$552K | 0.07% | 55 |
|
|
2023
Q1 | – | Sell |
-2,468
| Closed | -$503K | – | 102 |
|
|
2022
Q4 | $503K | Buy |
2,468
+161
| +7% | +$32.8K | 0.07% | 57 |
|
|
2022
Q3 | $434K | Buy |
2,307
+241
| +12% | +$45.3K | 0.07% | 53 |
|
|
2022
Q2 | $407K | Buy |
+2,066
| New | +$407K | 0.06% | 65 |
|
|
2021
Q2 | – | Sell |
-14
| Closed | -$3K | – | 184 |
|
|
2021
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 179 |
|
|
2020
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 180 |
|
|
2020
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 198 |
|
|
2020
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 164 |
|
|
2020
Q1 | $2K | Sell |
14
-415
| -97% | -$59.3K | ﹤0.01% | 156 |
|
|
2019
Q4 | $76K | Buy |
429
+423
| +7,050% | +$74.9K | 0.02% | 83 |
|
|
2019
Q3 | $1K | Sell |
6
-5
| -45% | -$833 | ﹤0.01% | 216 |
|
|
2019
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 224 |
|