LGWM
Litman Gregory Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
4,846
+222
| +5% | +$28.5K | 0.05% | 82 |
|
|
2025
Q1 | $536K | Buy |
4,624
+324
| +8% | +$37.6K | 0.05% | 84 |
|
|
2024
Q4 | $505K | Buy |
4,300
+25
| +0.6% | +$2.94K | 0.04% | 82 |
|
|
2024
Q3 | $512K | Buy |
4,275
+82
| +2% | +$9.82K | 0.04% | 86 |
|
|
2024
Q2 | $472K | Buy |
+4,193
| New | +$472K | 0.04% | 86 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$8K | – | 221 |
|
|
2020
Q3 | $8K | Buy |
100
+60
| +150% | +$4.8K | ﹤0.01% | 155 |
|
|
2020
Q2 | $3K | Buy |
40
+1
| +3% | +$75 | ﹤0.01% | 159 |
|
|
2020
Q1 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 157 |
|