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 $146 Million. This represents 12.29% of its overall portfolio holdings.

Number of Shares

263,167

Previous 246,825 6.62%

Holding current value

$146 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

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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 Index Fds S&P 500 ETF Transaction History