LGWM
Litman Gregory Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.3M | Buy |
260,919
+47,428
| +22% | +$14.4M | 6.24% | 5 |
|
|
2025
Q1 | $58.7M | Sell |
213,491
-9,063
| -4% | -$2.49M | 5.03% | 5 |
|
|
2024
Q4 | $64.5M | Sell |
222,554
-2,559
| -1% | -$742K | 5.59% | 5 |
|
|
2024
Q3 | $63.7M | Sell |
225,113
-3,536
| -2% | -$1M | 5.33% | 5 |
|
|
2024
Q2 | $61.2M | Sell |
228,649
-2,329
| -1% | -$623K | 5.43% | 5 |
|
|
2024
Q1 | $60M | Buy |
230,978
+6,458
| +3% | +$1.68M | 5.44% | 4 |
|
|
2023
Q4 | $53.3M | Buy |
224,520
+760
| +0.3% | +$180K | 5.05% | 6 |
|
|
2023
Q3 | $47.5M | Sell |
223,760
-3,156
| -1% | -$670K | 4.9% | 7 |
|
|
2023
Q2 | $50M | Buy |
226,916
+181,649
| +401% | +$40M | 6.24% | 7 |
|
|
2023
Q1 | $9.24M | Sell |
45,267
-187,485
| -81% | -$38.3M | 3.44% | 7 |
|
|
2022
Q4 | $44.5M | Buy |
232,752
+20,515
| +10% | +$3.92M | 6.22% | 7 |
|
|
2022
Q3 | $38.1M | Buy |
212,237
+18,747
| +10% | +$3.36M | 6.09% | 7 |
|
|
2022
Q2 | $36.5M | Buy |
193,490
+8,278
| +4% | +$1.56M | 5.37% | 6 |
|
|
2022
Q1 | $42.2M | Sell |
185,212
-534
| -0.3% | -$122K | 6.17% | 6 |
|
|
2021
Q4 | $44.8M | Sell |
185,746
-7,894
| -4% | -$1.91M | 7.62% | 4 |
|
|
2021
Q3 | $43M | Buy |
193,640
+150,446
| +348% | +$33.4M | 8.09% | 4 |
|
|
2021
Q2 | $43.2K | Sell |
43,194
-143,611
| -77% | -$144K | 8.06% | 4 |
|
|
2021
Q1 | $38.6M | Sell |
186,805
-17,147
| -8% | -$3.54M | 7.56% | 4 |
|
|
2020
Q4 | $39.7M | Buy |
203,952
+5,816
| +3% | +$1.13M | 7.3% | 4 |
|
|
2020
Q3 | $33.7M | Sell |
198,136
-2,603
| -1% | -$443K | 6.97% | 5 |
|
|
2020
Q2 | $31.4M | Sell |
200,739
-9,429
| -4% | -$1.48M | 6.94% | 6 |
|
|
2020
Q1 | $27.1M | Buy |
210,168
+30,456
| +17% | +$3.93M | 6.81% | 6 |
|
|
2019
Q4 | $29.4M | Buy |
179,712
+2,563
| +1% | +$419K | 6.54% | 6 |
|
|
2019
Q3 | $26.7M | Buy |
177,149
+2,562
| +1% | +$387K | 6.54% | 6 |
|
|
2019
Q2 | $26.2M | Buy |
174,587
+1,439
| +0.8% | +$216K | 6.91% | 5 |
|
|
2019
Q1 | $25.1M | Buy |
173,148
+5,221
| +3% | +$756K | 6.82% | 5 |
|
|
2018
Q4 | $21.4M | Buy |
167,927
+17,891
| +12% | +$2.28M | 6.58% | 5 |
|
|
2018
Q3 | $22.5M | Buy |
150,036
+8,113
| +6% | +$1.21M | 7.57% | 4 |
|
|
2018
Q2 | $19.9M | Sell |
141,923
-2,066
| -1% | -$290K | 7.85% | 5 |
|
|
2018
Q1 | $19.5M | Buy |
143,989
+8,119
| +6% | +$1.1M | 7.96% | 5 |
|
|
2017
Q4 | $18.6K | Buy |
135,870
+6,717
| +5% | +$922 | 5.61% | 6 |
|
|
2017
Q3 | $16.7M | Buy |
129,153
+12,420
| +11% | +$1.61M | 8.16% | 5 |
|
|
2017
Q2 | $14.5M | Sell |
116,733
-551
| -0.5% | -$68.6K | 8.26% | 5 |
|
|
2017
Q1 | $14.2M | Sell |
117,284
-920
| -0.8% | -$112K | 8.81% | 5 |
|
|
2016
Q4 | $13.6M | Buy |
118,204
+3,337
| +3% | +$385K | 9.16% | 5 |
|
|
2016
Q3 | $12.8M | Buy |
114,867
+3,177
| +3% | +$354K | 9.3% | 5 |
|
|
2016
Q2 | $12M | Buy |
111,690
+1,741
| +2% | +$187K | 9.51% | 5 |
|
|
2016
Q1 | $11.5M | Sell |
109,949
-19,416
| -15% | -$2.04M | 9.11% | 5 |
|
|
2015
Q4 | $13.5M | Buy |
+129,365
| New | +$13.5M | 9.72% | 4 |
|
|
2014
Q3 | $8.79M | Buy |
86,833
+4,923
| +6% | +$498K | 11.82% | 3 |
|
|
2014
Q2 | $8.34M | Sell |
81,910
-6,488
| -7% | -$660K | 14.93% | 3 |
|
|
2014
Q1 | $8.62M | Buy |
88,398
+939
| +1% | +$91.5K | 10.37% | 3 |
|
|
2013
Q4 | $8.39M | Buy |
87,459
+498
| +0.6% | +$47.8K | 10.34% | 2 |
|
|
2013
Q3 | $7.62M | Sell |
86,961
-1,849
| -2% | -$162K | 9.15% | 3 |
|
|
2013
Q2 | $7.34M | Buy |
+88,810
| New | +$7.34M | 8.19% | 3 |
|