Litman Gregory Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.1 Billion
- Q1 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 228,857 shares of VOO stock, worth $117 Million. This represents 9.98% of its overall portfolio holdings.
Number of Shares
228,857
Previous 223,463
2.41%
Holding current value
$117 Million
Previous $97.6 Million
12.71%
% of portfolio
9.98%
Previous 9.26%
Shares
26 transactions
Others Institutions Holding VOO
# of Institutions
2,887Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.9 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.7 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.5 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.8 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.95 Billion0.76% of portfolio