LGWM

Litman Gregory Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy	+1,033	New	+$204K	0.02%	136
2025 Q1	–	Sell	-1,068	Closed	-$207K	–	144
2024 Q4	$207K	Buy	+1,068	New	+$207K	0.02%	131
2022 Q1	–	Sell	-1,103	Closed	-$202K	–	83
2021 Q4	$202K	Buy	+1,103	New	+$202K	0.03%	78
2021 Q3	–	Sell	-208	Closed	-$208	–	82
2021 Q2	$208	Sell	208 -895	-81%	-$895	0.04%	73
2021 Q1	$190K	Hold	1,103	–	–	0.04%	61
2020 Q4	$182K	Hold	1,103	–	–	0.03%	61
2020 Q3	$143K	Hold	1,103	–	–	0.03%	63
2020 Q2	$131K	Hold	1,103	–	–	0.03%	62
2020 Q1	$100K	Hold	1,103	–	–	0.03%	60
2019 Q4	$139K	Hold	1,103	–	–	0.03%	58
2019 Q3	$128K	Hold	1,103	–	–	0.03%	55
2019 Q2	$124K	Sell	1,103 -88	-7%	-$9.89K	0.03%	57
2019 Q1	$138K	Hold	1,191	–	–	0.04%	49
2018 Q4	$119K	Hold	1,191	–	–	0.04%	51
2018 Q3	$146K	Hold	1,191	–	–	0.05%	42
2018 Q2	$140K	Buy	+1,191	New	+$140K	0.06%	36