Litman Gregory Wealth Management LLC Vanguard Index Fds S&P 500 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 Index Fds S&P 500 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 263,167 shares of VOO stock, worth $137 Million. This represents 12.29% of its overall portfolio holdings.

Number of Shares

263,167

Previous 246,825 6.62%

Holding current value

$137 Million

Previous $130 Million 8.87%

% of portfolio

12.29%

Previous 10.92%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$521.84 - $558.82 $8.53 Million - $9.13 Million	16,342 Added 6.62%	263,167 $142 Million
Q3 2024 Oct 22, 2024	BUY	$475.2 - $527.7 $30,412 - $33,772	64 Added 0.03%	246,825 $130 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $8.15 Million - $9.03 Million	17,904 Added 7.82%	246,761 $123 Million
Q1 2024 May 03, 2024	BUY	$429.43 - $481.35 $2.32 Million - $2.6 Million	5,394 Added 2.41%	228,857 $110 Million
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $6.52 Million - $7.57 Million	17,276 Added 8.38%	223,463 $97.6 Million
Q3 2023 Oct 23, 2023	BUY	$392.7 - $420.68 $2.63 Million - $2.81 Million	6,688 Added 3.35%	206,187 $81 Million
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $74.1 Million - $81.3 Million	199,499 New	199,499 $81.3 Million
Q4 2022 Jan 17, 2023	BUY	$327.64 - $374.54 $14.9 Million - $17.1 Million	45,580 Added 31.3%	191,190 $0
Q3 2022 Oct 13, 2022	SELL	$328.3 - $395.04 $1.81 Million - $2.18 Million	-5,520 Reduced 3.65%	145,610 $47.8 Million
Q2 2022 Jul 21, 2022	BUY	$337.07 - $419.85 $9.15 Million - $11.4 Million	27,145 Added 21.89%	151,130 $52.4 Million
Q1 2022 May 04, 2022	BUY	$382.7 - $439.25 $20.8 Million - $23.9 Million	54,395 Added 78.16%	123,985 $51.5 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $15.3 Million - $17 Million	38,820 Added 126.16%	69,590 $30.4 Million
Q3 2021 Nov 03, 2021	BUY	$390.68 - $416.73 $7.92 Million - $8.45 Million	20,282 Added 193.38%	30,770 $12.1 Million
Q2 2021 Jul 27, 2021	SELL	$368.16 - $394.32 $2.3 Million - $2.46 Million	-6,241 Reduced 37.31%	10,488 $10.5 Million
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $304,448 - $327,985	898 Added 5.67%	16,729 $6.1 Million
Q4 2020 Feb 05, 2021	SELL	$299.82 - $343.69 $991,504 - $1.14 Million	-3,307 Reduced 17.28%	15,831 $5.44 Million
Q3 2020 Nov 03, 2020	BUY	$285.37 - $328.74 $791,901 - $912,253	2,775 Added 16.96%	19,138 $5.89 Million
Q2 2020 Jul 31, 2020	BUY	$226.15 - $297.17 $131,845 - $173,250	583 Added 3.69%	16,363 $4.64 Million
Q1 2020 Apr 28, 2020	BUY	$204.27 - $310.92 $754,777 - $1.15 Million	3,695 Added 30.58%	15,780 $3.74 Million
Q4 2019 Jan 30, 2020	BUY	$264.57 - $296.67 $19,842 - $22,250	75 Added 0.62%	12,085 $3.58 Million
Q3 2019 Nov 06, 2019	BUY	$260.57 - $277.38 $3,387 - $3,605	13 Added 0.11%	12,010 $3.27 Million
Q2 2019 Jul 31, 2019	SELL	$252.12 - $271.73 $241,530 - $260,317	-958 Reduced 7.39%	11,997 $3.23 Million
Q1 2019 Apr 30, 2019	BUY	$224.5 - $261.43 $3,143 - $3,660	14 Added 0.11%	12,955 $3.36 Million
Q4 2018 Feb 01, 2019	BUY	$215.07 - $268.24 $1.13 Million - $1.41 Million	5,263 Added 68.55%	12,941 $2.97 Million
Q3 2018 Nov 15, 2018	BUY	$248.79 - $269.75 $5,722 - $6,204	23 Added 0.3%	7,678 $2.05 Million
Q2 2018 Aug 09, 2018	BUY	$236.48 - $256.33 $463,973 - $502,919	1,962 Added 34.46%	7,655 $1.91 Million
Q1 2018 May 07, 2018	BUY	$236.79 - $263.36 $35,992 - $40,030	152 Added 2.74%	5,693 $1.38 Million
Q4 2017 Jan 30, 2018	SELL	$231.73 - $247.65 $121,426 - $129,768	-524 Reduced 8.64%	5,541 $1.36 Million
Q3 2017 Nov 09, 2017	BUY	$228.78 - $230.76 $1.39 Million - $1.4 Million	6,065	6,065 $1.4 Million

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Litman Gregory Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History