Litman Gregory Wealth Management LLC VO Holdings History
Litman Gregory Wealth Management LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 37,507.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.70 Mil. This investment constitutes 0.83% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.01% 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 10 purchases of VO, at an average price of $259.81, for a total of 40,409.00 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 $285.92, Litman Gregory Wealth Management LLC's estimated gain on his VO holdings is $822,249.89, reflecting a 7.83% gain to date.
Litman Gregory Wealth Management LLC VO ($285.92) Holding Chart
Litman Gregory Wealth Management LLC VO ($285.92) 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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