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 New York $1.66T AUM 25.57% 1-Year Est. Return

Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return