Number of Shares
104,595.00
Current Holdings Value*
$29.27 Mil
% of Portfolio
2.3%
Total Estimate Gain
$2.66 Mil
% of Total Estimate Gain
9.45%

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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