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BDVGBDVG
12 quarters

Position history for OPOrion Porfolio Solutions, LLC's holdings in LITMAN GREGORY FDS TR

Orion Porfolio Solutions, LLC holds 14,141 shares of BDVG (LITMAN GREGORY FDS TR), worth $201,735 as of 2026-Q2. The position was decreased (-21.0% shares). BDVG represents 0.0% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$201,735

Current Shares

14,141

Total Value Change

+$2,527

Total Shares Change

-6,453

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
14,141
-21.0%
$201,7350.0%$14.27
0
2026-Q1
Decreased
17,905
-8.6%
$233,8390.0%$13.66
0
2025-Q4
Increased
19,591
+1.4%
$251,0430.0%$12.89
23
2025-Q3
Decreased
19,319
-2.2%
$246,2540.0%$12.62
0
2025-Q2
Decreased
19,758
-6.8%
$237,8860.0%$11.87
0
2025-Q1
Decreased
21,212
-8.0%
$248,8530.0%$11.44
0
2024-Q4
Decreased
23,066
-1.5%
$264,4680.0%$11.21
0
2024-Q3
Decreased
23,414
-10.3%
$273,3050.0%$11.33
0
2024-Q2
Decreased
26,102
-16.5%
$287,7150.0%$10.71
0
2024-Q1
Increased
31,244
+74.7%
$353,6820.0%$10.96
36
2023-Q4
Decreased
17,887
-13.1%
$186,8480.0%$10.08
0
2023-Q3
New
20,594
-
$199,2080.0%$9.29
32

Other major holders of BDVG: TRUIST FINANCIAL CORP, Waverly Advisors, LLC

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