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Litman Gregory Wealth Management’s Vodafone VOD Stock Holding History

Litman Gregory Wealth Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-238
Closed -$5K – 262
2019
Q3 		$5K Hold
238
– – ﹤0.01% 157
2019
Q2 		$4K Hold
238
– – ﹤0.01% 189
2019
Q1 		$4K Hold
238
– – ﹤0.01% 125
2018
Q4 		$5K Buy
+238
New +$4.75K ﹤0.01% 131

Other funds holding VOD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Litman Gregory Wealth Management's VOD Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Vodafone (VOD) in Q4 2019, closing a stake of 238 shares — an estimated $5K sold.

Litman Gregory Wealth Management first reported a position in VOD in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 559 funds tracked by Wall St. Rank hold VOD as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Vodafone position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 238 Vodafone shares in Q4 2019, an estimated $5K.
  • Litman Gregory Wealth Management first reported a position in Vodafone in Q4 2018 and held it in 4 quarters.
  • Litman Gregory Wealth Management's Vodafone position peaked at $5K in Q3 2019.
  • 559 funds tracked by Wall St. Rank held Vodafone as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.