Litman Gregory Wealth Management LLC Vanguard Small Cap ETF Transaction History

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 2,593 shares of VB stock, worth $627,894. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,593

Previous 2,572 0.82%

Holding current value

$627,894

Previous $560,000 9.82%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$214.77 - $237.72 $4,510 - $4,992	21 Added 0.82%	2,593 $615,000
Q1 2024 May 03, 2024	BUY	$204.0 - $228.59 $47,940 - $53,718	235 Added 10.06%	2,572 $587,000
Q4 2023 Jan 31, 2024	BUY	$175.26 - $215.9 $12,969 - $15,976	74 Added 3.27%	2,337 $498,000
Q2 2023 Aug 09, 2023	BUY	$181.26 - $198.89 $410,191 - $450,088	2,263 New	2,263 $450,000
Q4 2022 Jan 17, 2023	BUY	$172.82 - $196.57 $104,210 - $118,531	603 Added 36.33%	2,263 $0
Q3 2022 Oct 13, 2022	BUY	$170.45 - $206.62 $23,863 - $28,926	140 Added 9.21%	1,660 $284,000
Q2 2022 Jul 21, 2022	BUY	$170.7 - $214.67 $259,463 - $326,298	1,520 New	1,520 $268,000
Q2 2021 Jul 27, 2021	SELL	$211.77 - $228.05 $34,730 - $37,400	-164 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$98.45 - $170.48 $787 - $1,363	8 Added 5.13%	164 $19,000
Q2 2019 Jul 31, 2019	BUY	N/A	50 Added 47.17%	156 $24,000
Q3 2018 Nov 15, 2018	BUY	N/A	65 Added 158.54%	106 $17,000
Q1 2018 May 07, 2018	BUY	N/A	41 New	41 $6,000

Others Institutions Holding VB

# of Institutions

2,109

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Litman Gregory Wealth Management LLC Vanguard Small Cap ETF Transaction History