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

Litman Gregory Wealth Management LLC

$1.27 Billion
Q2 2025

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 4,846 shares of VT stock, worth $638,751. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,846

Previous 4,624 4.8%

Holding current value

$638,751

Previous $536,000 16.04%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$103.16 - $128.52 $22,901 - $28,531	222 Added 4.8%	4,846 $622,000
Q1 2025 May 02, 2025	BUY	$115.08 - $123.97 $37,285 - $40,166	324 Added 7.53%	4,624 $536,000
Q4 2024 Jan 23, 2025	BUY	$117.09 - $123.07 $2,927 - $3,076	25 Added 0.58%	4,300 $505,000
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

1,121

Shares Held

110M

Call Options Held

315K

Put Options Held

120K

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About VANGUARD TOTAL WORLD STK INDEX

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