LGWM
Litman Gregory Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
700
+13
| +2% | +$5.7K | 0.02% | 116 |
|
|
2025
Q1 | $255K | Hold |
687
| – | – | 0.02% | 125 |
|
|
2024
Q4 | $282K | Hold |
687
| – | – | 0.02% | 111 |
|
|
2024
Q3 | $264K | Hold |
687
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $257K | Buy |
687
+66
| +11% | +$24.7K | 0.02% | 118 |
|
|
2024
Q1 | $214K | Buy |
+621
| New | +$214K | 0.02% | 126 |
|