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BDVGBDVG
8 quarters

Position history for UBS Group AGUBS Group AG's holdings in LITMAN GREGORY FDS TR

UBS Group AG holds 753 shares of BDVG (LITMAN GREGORY FDS TR), worth $10,742 as of 2026-Q2. The position was decreased (-26.1% shares).

Current Value

$10,742

Current Shares

753

Total Value Change

+$9,929

Total Shares Change

+669

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
753
-26.1%
$10,7420.0%$14.27
0
2026-Q1
Increased
1,019
+339x
$13,3080.0%$13.66
20
2025-Q4
Decreased
3
-99.9%
$380.0%$12.89
0
2025-Q3
Decreased
4,108
-36.4%
$52,3650.0%$12.62
0
2025-Q2
New
6,456
-
$77,7300.0%$11.87
33
2024-Q1
Exited
0
-100.0%
$00.0%$10.96
0
2023-Q4
Decreased
58
-30.9%
$6050.0%$10.08
0
2023-Q3
New
84
-
$8130.0%$9.29
17

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

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