LGWM
Litman Gregory Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
67,658
+4,206
| +7% | +$1.18M | 1.49% | 16 |
|
|
2025
Q1 | $16.1M | Sell |
63,452
-1,620
| -2% | -$411K | 1.38% | 16 |
|
|
2024
Q4 | $17.4M | Sell |
65,072
-1,286
| -2% | -$343K | 1.5% | 16 |
|
|
2024
Q3 | $17.3M | Sell |
66,358
-1,077
| -2% | -$280K | 1.44% | 17 |
|
|
2024
Q2 | $16.6M | Sell |
67,435
-2,845
| -4% | -$700K | 1.47% | 16 |
|
|
2024
Q1 | $16.7M | Sell |
70,280
-696
| -1% | -$166K | 1.52% | 17 |
|
|
2023
Q4 | $15.4M | Sell |
70,976
-499
| -0.7% | -$108K | 1.46% | 16 |
|
|
2023
Q3 | $13.9M | Sell |
71,475
-826
| -1% | -$161K | 1.44% | 16 |
|
|
2023
Q2 | $14.6M | Buy |
+72,301
| New | +$14.6M | 1.82% | 14 |
|
|
2023
Q1 | – | Sell |
-78,600
| Closed | -$13.7M | – | 103 |
|
|
2022
Q4 | $13.7M | Buy |
+78,600
| New | +$13.7M | 1.91% | 12 |
|