LGWM
Litman Gregory Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141M | Sell |
247,737
-13,416
| -5% | -$7.62M | 11.07% | 2 |
|
|
2025
Q1 | $134M | Sell |
261,153
-2,014
| -0.8% | -$1.04M | 11.51% | 1 |
|
|
2024
Q4 | $142M | Buy |
263,167
+16,342
| +7% | +$8.81M | 12.29% | 1 |
|
|
2024
Q3 | $130M | Buy |
246,825
+64
| +0% | +$33.8K | 10.89% | 2 |
|
|
2024
Q2 | $123M | Buy |
246,761
+17,904
| +8% | +$8.95M | 10.95% | 2 |
|
|
2024
Q1 | $110M | Buy |
228,857
+5,394
| +2% | +$2.59M | 9.98% | 2 |
|
|
2023
Q4 | $97.6M | Buy |
223,463
+17,276
| +8% | +$7.55M | 9.26% | 2 |
|
|
2023
Q3 | $81M | Buy |
206,187
+6,688
| +3% | +$2.63M | 8.35% | 2 |
|
|
2023
Q2 | $81.3M | Buy |
+199,499
| New | +$81.3M | 10.14% | 2 |
|
|
2023
Q1 | – | Sell |
-191,190
| Closed | -$67.2M | – | 104 |
|
|
2022
Q4 | $67.2M | Buy |
191,190
+45,580
| +31% | +$16M | 9.38% | 3 |
|
|
2022
Q3 | $47.8M | Sell |
145,610
-5,520
| -4% | -$1.81M | 7.64% | 5 |
|
|
2022
Q2 | $52.4M | Buy |
151,130
+27,145
| +22% | +$9.42M | 7.71% | 4 |
|
|
2022
Q1 | $51.5M | Buy |
123,985
+54,395
| +78% | +$22.6M | 7.53% | 4 |
|
|
2021
Q4 | $30.4M | Buy |
69,590
+38,820
| +126% | +$16.9M | 5.16% | 5 |
|
|
2021
Q3 | $12.1M | Buy |
30,770
+20,282
| +193% | +$8M | 2.28% | 8 |
|
|
2021
Q2 | $10.5K | Sell |
10,488
-6,241
| -37% | -$6.24K | 1.96% | 11 |
|
|
2021
Q1 | $6.1M | Buy |
16,729
+898
| +6% | +$327K | 1.19% | 15 |
|
|
2020
Q4 | $5.44M | Sell |
15,831
-3,307
| -17% | -$1.14M | 1% | 15 |
|
|
2020
Q3 | $5.89M | Buy |
19,138
+2,775
| +17% | +$854K | 1.22% | 13 |
|
|
2020
Q2 | $4.64M | Buy |
16,363
+583
| +4% | +$165K | 1.02% | 14 |
|
|
2020
Q1 | $3.74M | Buy |
15,780
+3,695
| +31% | +$875K | 0.94% | 16 |
|
|
2019
Q4 | $3.58M | Buy |
12,085
+75
| +0.6% | +$22.2K | 0.8% | 19 |
|
|
2019
Q3 | $3.27M | Buy |
12,010
+13
| +0.1% | +$3.54K | 0.8% | 20 |
|
|
2019
Q2 | $3.23M | Sell |
11,997
-958
| -7% | -$258K | 0.85% | 19 |
|
|
2019
Q1 | $3.36M | Buy |
12,955
+14
| +0.1% | +$3.63K | 0.92% | 18 |
|
|
2018
Q4 | $2.97M | Buy |
12,941
+5,263
| +69% | +$1.21M | 0.91% | 19 |
|
|
2018
Q3 | $2.05M | Buy |
7,678
+23
| +0.3% | +$6.14K | 0.69% | 23 |
|
|
2018
Q2 | $1.91M | Buy |
7,655
+1,962
| +34% | +$490K | 0.75% | 19 |
|
|
2018
Q1 | $1.38M | Buy |
5,693
+152
| +3% | +$36.8K | 0.56% | 19 |
|
|
2017
Q4 | $1.36K | Sell |
5,541
-524
| -9% | -$129 | 0.41% | 18 |
|
|
2017
Q3 | $1.4M | Buy |
6,065
+250
| +4% | +$57.7K | 0.68% | 16 |
|
|
2017
Q2 | $1.29M | Buy |
5,815
+130
| +2% | +$28.9K | 0.73% | 13 |
|
|
2017
Q1 | $1.23M | Buy |
5,685
+653
| +13% | +$141K | 0.76% | 15 |
|
|
2016
Q4 | $1.03M | Buy |
5,032
+2,738
| +119% | +$562K | 0.69% | 16 |
|
|
2016
Q3 | $456K | Buy |
2,294
+1,768
| +336% | +$351K | 0.33% | 19 |
|
|
2016
Q2 | $101K | Buy |
+526
| New | +$101K | 0.08% | 22 |
|