Litman Gregory Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$20.4M	Sell	66,031 -971	-1%	-$298K	1.49%	14
2025 Q3	$20.3M	Sell	67,002 -656	-1%	-$191K	1.51%	14
2025 Q2	$19M	Buy	67,658 +4,206	+7%	+$1.09M	1.49%	16
2025 Q1	$16.1M	Sell	63,452 -1,620	-2%	-$434K	1.38%	16
2024 Q4	$17.4M	Sell	65,072 -1,286	-2%	-$345K	1.5%	16
2024 Q3	$17.3M	Sell	66,358 -1,077	-2%	-$270K	1.44%	17
2024 Q2	$16.6M	Sell	67,435 -2,845	-4%	-$676K	1.47%	16
2024 Q1	$16.7M	Sell	70,280 -696	-1%	-$158K	1.52%	17
2023 Q4	$15.4M	Sell	70,976 -499	-0.7%	-$101K	1.46%	16
2023 Q3	$13.9M	Sell	71,475 -826	-1%	-$167K	1.44%	16
2023 Q2	$14.6M	Buy	+72,301	New	+$13.8M	1.82%	14
2023 Q1	–	Sell	-78,600	Closed	-$13.7M	–	103
2022 Q4	$13.7M	Buy	+78,600	New	+$13.8M	1.91%	12