Litman Gregory Wealth Management LLC Vanguard Total World Stk Index Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,275 shares of VT stock, worth $518,301. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,275
Previous 4,193 1.96%
Holding current value
$518,301
Previous $472,000 8.26%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$107.72 - $119.96 $8,833 - $9,836
82 Added 1.96%
4,275 $511,000
Q2 2024

Jul 30, 2024
BUY
$104.94 - $113.51 $440,013 - $475,947
4,193 New
4,193 $472,000
Q4 2020

Feb 05, 2021
SELL
$78.99 - $92.58 $7,898 - $9,258
-100 Closed
0 $0
Q3 2020

Nov 03, 2020
BUY
$75.3 - $85.07 $4,518 - $5,104
60 Added 150.0%
100 $8,000
Q2 2020

Jul 31, 2020
BUY
$60.03 - $78.43 $60 - $78
1 Added 2.56%
40 $3,000
Q1 2020

Apr 28, 2020
BUY
$54.48 - $83.17 $2,124 - $3,243
39 New
39 $2,000

Others Institutions Holding VT

# of Institutions
1,004
Shares Held
86.7M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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