Number of Shares
1.69 Mil
Current Holdings Value*
$85.76 Mil
% of Portfolio
7.36%
Total Estimate Gain
$23.61 Mil
% of Total Estimate Gain
11.04%

Litman Gregory Wealth Management LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Litman Gregory Wealth Management LLC held 1.69 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $85.76 Mil. This investment constitutes 7.36% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.06% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2013Q4. And since then Litman Gregory Wealth Management LLC has made 23 purchases of VEA, at an average price of $45.65, for a total of 4.69 Mil shares. In addition, there have been 11 sales at an average price of $47.34 for 3.00 Mil shares. Based on historical transaction data and VEA's current price of $56.64, Litman Gregory Wealth Management LLC's estimated gain on his VEA holdings is $23.61 Mil, reflecting a 11.04% gain to date.

Litman Gregory Wealth Management LLC VEA ($56.64) Holding Chart

Litman Gregory Wealth Management LLC VEA ($56.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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