Litman Gregory Wealth Management LLC Vanguard Russell 1000 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 Russell 1000 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 66,358 shares of VONE stock, worth $17.9 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

66,358

Previous 67,435 1.6%

Holding current value

$17.9 Million

Previous $16.6 Million 4.0%

% of portfolio

1.45%

Previous 1.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$234.0 - $260.07 $252,018 - $280,095	-1,077 Reduced 1.6%	66,358 $17.3 Million
Q2 2024 Jul 30, 2024	SELL	$225.44 - $247.94 $641,376 - $705,389	-2,845 Reduced 4.05%	67,435 $16.6 Million
Q1 2024 May 03, 2024	SELL	$212.91 - $238.32 $148,185 - $165,870	-696 Reduced 0.98%	70,280 $16.7 Million
Q4 2023 Jan 31, 2024	SELL	$186.38 - $217.64 $93,003 - $108,602	-499 Reduced 0.7%	70,976 $15.4 Million
Q3 2023 Oct 23, 2023	SELL	$193.6 - $208.54 $159,913 - $172,254	-826 Reduced 1.14%	71,475 $13.9 Million
Q2 2023 Aug 09, 2023	BUY	$183.47 - $201.56 $13.3 Million - $14.6 Million	72,301 New	72,301 $14.6 Million
Q4 2022 Jan 17, 2023	BUY	$162.86 - $185.74 $12.8 Million - $14.6 Million	78,600 New	78,600 $0

Others Institutions Holding VONE

# of Institutions

306

Shares Held

9.79M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 1000 ETF

Ticker VONE
Sector ETFs
Industry ETFs

More about VONE

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Litman Gregory Wealth Management LLC Vanguard Russell 1000 ETF Transaction History