Litman Gregory Wealth Management LLC VTI Holdings History
Litman Gregory Wealth Management LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 213,491.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $58.68 Mil. This investment constitutes 5.03% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2013Q4. And since then Litman Gregory Wealth Management LLC has made 19 purchases of VTI, at an average price of $178.12, for a total of 621,406.00 shares. In addition, there have been 15 sales at an average price of $204.57 for 407,915.00 shares. Based on historical transaction data and VTI's current price of $309.09, Litman Gregory Wealth Management LLC's estimated gain on his VTI holdings is $38.75 Mil, reflecting a 35.01% gain to date.
Litman Gregory Wealth Management LLC VTI ($309.09) Holding Chart
Litman Gregory Wealth Management LLC VTI ($309.09) 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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