Litman Gregory Wealth Management LLC Vanguard Small Cap ETF Transaction History

Litman Gregory Wealth Management LLC

$1.13 Billion
Q2 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 2,572 shares of VB stock, worth $608,612. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,572

Previous 2,572 -0.0%

Holding current value

$608,612

Previous $587,000 4.6%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,032

Shares Held

147M

Call Options Held

63.7K

Put Options Held

17.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

Litman Gregory Wealth Management LLC Vanguard Small Cap ETF Transaction History