White Lighthouse Investment Management Inc. Vanguard Materials ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 07, 2020	SELL	$81.49 - $133.25 $258,078 - $422,002	-3,167 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$120.04 - $134.2 $57,619 - $64,415	-480 Reduced 13.16%	3,167 $425,000
Q3 2019 Nov 13, 2019	BUY	$123.96 - $128.91 $104,746 - $108,928	845 Added 30.16%	3,647 $461,000
Q2 2019 Jul 31, 2019	SELL	N/A	-1,185 Reduced 29.72%	2,802 $359,000
Q1 2019 May 08, 2019	SELL	N/A	-1,470 Reduced 26.94%	3,987 $491,000
Q4 2018 Jan 23, 2019	SELL	N/A	-2,225 Reduced 28.96%	5,457 $605,000
Q3 2018 Oct 24, 2018	SELL	N/A	-410 Reduced 5.07%	7,682 $1.01 Million
Q2 2018 Aug 09, 2018	BUY	N/A	485 Added 6.38%	8,092 $1.07 Million
Q1 2018 Apr 12, 2018	BUY	N/A	630 Added 9.03%	7,607 $981,000
Q4 2017 Jan 10, 2018	BUY	N/A	6,977	6,977 $953,000

Others Institutions Holding VAW

# of Institutions

398

Shares Held

7.57M

Call Options Held

6.7K

Put Options Held

1.6K

Bank Of America Corp Charlotte, NC

1.43M
Shares

$294 Million
0.02% of portfolio
Beacon Capital Management, Inc.

776K
Shares

$160 Million
7.07% of portfolio
Northwestern Mutual Wealth Management CO

391K
Shares

$80.5 Million
0.07% of portfolio
Envestnet Asset Management Inc

388K
Shares

$79.9 Million
0.03% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

306K
Shares

$63 Million
0.22% of portfolio

View Full List

About VANGUARD MATERIALS ETF

Ticker VAW
Sector ETFs
Industry ETFs

More about VAW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account