Litman Gregory Wealth Management LLC VO Holdings History
Litman Gregory Wealth Management LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, Litman Gregory Wealth Management LLC held 104,595.00 shares of Vanguard Mid-Cap ETF(VO), totaling $29.27 Mil. This investment constitutes 2.3% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.04% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2019Q2. And since then Litman Gregory Wealth Management LLC has made 11 purchases of VO, at an average price of $261.49, for a total of 107,497.00 shares. In addition, there have been 4 sales at an average price of $205.68 for 2,902.00 shares. Based on historical transaction data and VO's current price of $288.43, Litman Gregory Wealth Management LLC's estimated gain on his VO holdings is $2.66 Mil, reflecting a 9.45% gain to date.
Litman Gregory Wealth Management LLC VO ($288.43) Holding Chart
Litman Gregory Wealth Management LLC VO ($288.43) 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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