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Litman Gregory Fds Tr shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 44k 28.13
2024-06-30 $1.2M 40k 30.06
2024-03-31 $809k 28k 28.68
2023-12-31 $608k 24k 25.76
2023-09-30 $642k 22k 28.90
2023-06-30 $418k 15k 27.63