Litman Gregory Wealth Management LLC Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,081 shares of VO stock, worth $812,675. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,081
Previous 3,028 1.75%
Holding current value
$812,675
Previous $756,000 1.46%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$234.99 - $248.98 $12,454 - $13,195
53 Added 1.75%
3,081 $745,000
Q1 2024

May 03, 2024
BUY
$225.86 - $249.86 $60,982 - $67,462
270 Added 9.79%
3,028 $756,000
Q4 2023

Jan 31, 2024
BUY
$195.66 - $233.95 $48,719 - $58,253
249 Added 9.92%
2,758 $641,000
Q2 2023

Aug 09, 2023
BUY
$203.43 - $220.16 $510,405 - $552,381
2,509 New
2,509 $552,000
Q4 2022

Jan 17, 2023
BUY
$186.57 - $217.26 $30,037 - $34,978
161 Added 6.98%
2,468 $0
Q3 2022

Oct 13, 2022
BUY
$187.98 - $227.42 $45,303 - $54,808
241 Added 11.67%
2,307 $434,000
Q2 2022

Jul 21, 2022
BUY
$190.36 - $240.41 $393,283 - $496,687
2,066 New
2,066 $407,000
Q2 2021

Jul 27, 2021
SELL
$223.23 - $238.25 $3,125 - $3,335
-14 Closed
0 $0
Q1 2020

Apr 28, 2020
SELL
$112.37 - $186.27 $46,633 - $77,302
-415 Reduced 96.74%
14 $2,000
Q4 2019

Jan 30, 2020
BUY
$162.13 - $178.73 $68,580 - $75,602
423 Added 7050.0%
429 $76,000
Q3 2019

Nov 06, 2019
SELL
$166.82 - $169.81 $834 - $849
-5 Reduced 45.45%
6 $1,000
Q2 2019

Jul 31, 2019
BUY
N/A
11 New
11 $2,000

Others Institutions Holding VO

# of Institutions
2,017
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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