Litman Gregory Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,081 shares of VO stock, worth $792,186. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,081
Previous 3,081
-0.0%
Holding current value
$792,186
Previous $812,000
0.12%
% of portfolio
0.07%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,312Shares Held
189MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.76 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.48 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.26 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.08 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.97 Billion0.15% of portfolio