Number of Shares
816,701.00
Current Holdings Value*
$36.96 Mil
% of Portfolio
3.17%
Total Estimate Gain
$21.62 Mil
% of Total Estimate Gain
7.39%

Litman Gregory Wealth Management LLC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, Litman Gregory Wealth Management LLC held 816,701.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $36.96 Mil. This investment constitutes 3.17% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.05% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2013Q4. And since then Litman Gregory Wealth Management LLC has made 18 purchases of VWO, at an average price of $42.86, for a total of 6.83 Mil shares. In addition, there have been 16 sales at an average price of $45.39 for 6.01 Mil shares. Based on historical transaction data and VWO's current price of $50.75, Litman Gregory Wealth Management LLC's estimated gain on his VWO holdings is $21.62 Mil, reflecting a 7.39% gain to date.

Litman Gregory Wealth Management LLC VWO ($50.75) Holding Chart

Litman Gregory Wealth Management LLC VWO ($50.75) 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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