LGWM
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Litman Gregory Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Litman Gregory Wealth Management’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$99K – 28
2013
Q4 		$99K Buy
+1,000
New +$94.4K 0.12% 13

Other funds holding VTWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Litman Gregory Wealth Management's VTWG Position: Q1 2014 in Review

Litman Gregory Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2014, closing a stake of 1,000 shares — an estimated $99K sold.

Litman Gregory Wealth Management first reported a position in VTWG in Q4 2013 and held it in 1 quarter. The position peaked at $99K in Q4 2013. 17 funds tracked by Wall St. Rank hold VTWG as of Q1 2014.

  • Litman Gregory Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,000 Vanguard Russell 2000 Growth ETF shares in Q1 2014, an estimated $99K.
  • Litman Gregory Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2013 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $99K in Q4 2013.
  • 17 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2014.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2014, filed 25 Apr 2014.