LGWM
Litman Gregory Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Sell |
105,823
-3,805
| -3% | -$332K | 0.73% | 32 |
|
|
2025
Q1 | $8.84M | Sell |
109,628
-32,755
| -23% | -$2.64M | 0.76% | 34 |
|
|
2024
Q4 | $12.7M | Sell |
142,383
-37,268
| -21% | -$3.33M | 1.1% | 26 |
|
|
2024
Q3 | $16.1M | Sell |
179,651
-5,691
| -3% | -$509K | 1.34% | 20 |
|
|
2024
Q2 | $15.2M | Sell |
185,342
-27,574
| -13% | -$2.26M | 1.35% | 18 |
|
|
2024
Q1 | $18.1M | Sell |
212,916
-586
| -0.3% | -$49.8K | 1.64% | 15 |
|
|
2023
Q4 | $17.3M | Sell |
213,502
-1,515
| -0.7% | -$123K | 1.64% | 15 |
|
|
2023
Q3 | $15.4M | Buy |
215,017
+3,748
| +2% | +$268K | 1.59% | 15 |
|
|
2023
Q2 | $16M | Buy |
+211,269
| New | +$16M | 1.99% | 13 |
|
|
2023
Q1 | – | Sell |
-175,835
| Closed | -$12.4M | – | 107 |
|
|
2022
Q4 | $12.4M | Buy |
175,835
+47,284
| +37% | +$3.33M | 1.73% | 13 |
|
|
2022
Q3 | $8.57M | Buy |
128,551
+14,336
| +13% | +$955K | 1.37% | 14 |
|
|
2022
Q2 | $7.81M | Buy |
114,215
+34,072
| +43% | +$2.33M | 1.15% | 18 |
|
|
2022
Q1 | $6.64M | Buy |
80,143
+62,533
| +355% | +$5.18M | 0.97% | 20 |
|
|
2021
Q4 | $1.58M | Buy |
17,610
+9,570
| +119% | +$860K | 0.27% | 39 |
|
|
2021
Q3 | $711K | Buy |
8,040
+6,823
| +561% | +$603K | 0.13% | 45 |
|
|
2021
Q2 | $1.22K | Buy |
1,217
+932
| +327% | +$932 | 0.23% | 40 |
|
|
2021
Q1 | $51K | Hold |
285
| – | – | 0.01% | 101 |
|
|
2020
Q4 | $45K | Hold |
285
| – | – | 0.01% | 102 |
|
|
2020
Q3 | $34K | Buy |
+285
| New | +$34K | 0.01% | 107 |
|