Litman Gregory Wealth Management LLC Vanguard Russell 2000 ETF Transaction History

Litman Gregory Wealth Management LLC

$1.13 Billion
Q2 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 185,342 shares of VTWO stock, worth $15.9 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

185,342

Previous 212,916 12.95%

Holding current value

$15.9 Million

Previous $18.1 Million 16.11%

% of portfolio

1.35%

Previous 1.64%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$77.95 - $84.63 $2.15 Million - $2.33 Million	-27,574 Reduced 12.95%	185,342 $15.2 Million
Q1 2024 May 03, 2024	SELL	$76.54 - $85.06 $44,852 - $49,845	-586 Reduced 0.27%	212,916 $18.1 Million
Q4 2023 Jan 31, 2024	SELL	$65.62 - $82.7 $99,414 - $125,290	-1,515 Reduced 0.7%	213,502 $17.3 Million
Q3 2023 Oct 23, 2023	BUY	$70.52 - $80.31 $264,308 - $301,001	3,748 Added 1.77%	215,017 $15.4 Million
Q2 2023 Aug 09, 2023	BUY	$68.85 - $76.12 $14.5 Million - $16.1 Million	211,269 New	211,269 $16 Million
Q4 2022 Jan 17, 2023	BUY	$68.81 - $75.98 $3.25 Million - $3.59 Million	47,284 Added 36.78%	175,835 $0
Q3 2022 Oct 13, 2022	BUY	N/A	14,336 Added 12.55%	128,551 $8.57 Million
Q2 2022 Jul 21, 2022	BUY	N/A	34,072 Added 42.51%	114,215 $7.81 Million
Q1 2022 May 04, 2022	BUY	N/A	62,533 Added 355.1%	80,143 $6.64 Million
Q4 2021 Feb 10, 2022	BUY	N/A	9,570 Added 119.03%	17,610 $1.58 Million
Q3 2021 Nov 03, 2021	BUY	N/A	6,823 Added 560.64%	8,040 $711,000
Q2 2021 Jul 27, 2021	BUY	N/A	932 Added 327.02%	1,217 $1.22 Million
Q3 2020 Nov 03, 2020	BUY	N/A	285 New	285 $34,000

Others Institutions Holding VTWO

# of Institutions

530

Shares Held

64.3M

Call Options Held

43.7K

Put Options Held

20.5K

View Full List

About VANGUARD RUSSELL 2000 ETF

Ticker VTWO
Sector ETFs
Industry ETFs

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Litman Gregory Wealth Management LLC Vanguard Russell 2000 ETF Transaction History