Litman Gregory Wealth Management LLC VOO Holdings History
Litman Gregory Wealth Management LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 261,153.00 shares of Vanguard S&P 500 ETF(VOO), totaling $134.21 Mil. This investment constitutes 11.51% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2017Q1. And since then Litman Gregory Wealth Management LLC has made 24 purchases of VOO, at an average price of $392.88, for a total of 470,383.00 shares. In addition, there have been 6 sales at an average price of $366.45 for 209,230.00 shares. Based on historical transaction data and VOO's current price of $576.92, Litman Gregory Wealth Management LLC's estimated gain on his VOO holdings is $42.53 Mil, reflecting a 23.02% gain to date.
Litman Gregory Wealth Management LLC VOO ($576.92) Holding Chart
Litman Gregory Wealth Management LLC VOO ($576.92) 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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