White Lighthouse Investment Management Inc. Vanguard Transaction History

White Lighthouse Investment Management Inc.

  • $568 Million
  • Q4 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 74,065 shares of VGSH stock, worth $4.33 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
74,065
Previous 66,904 10.7%
Holding current value
$4.33 Million
Previous $3.95 Million 9.14%
% of portfolio
0.76%
Previous 0.71%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$58.02 - $58.88 $415,481 - $421,639
7,161 Added 10.7%
74,065 $4.31 Million
Q3 2024

Oct 30, 2024
SELL
$57.74 - $59.13 $39,667 - $40,622
-687 Reduced 1.02%
66,904 $3.95 Million
Q2 2024

Jul 15, 2024
SELL
$57.55 - $58.0 $337,473 - $340,112
-5,864 Reduced 7.98%
67,591 $3.92 Million
Q1 2024

May 07, 2024
BUY
$57.88 - $58.54 $368,464 - $372,665
6,366 Added 9.49%
73,455 $4.27 Million
Q4 2023

Jan 23, 2024
SELL
$57.34 - $58.41 $195,586 - $199,236
-3,411 Reduced 4.84%
67,089 $3.91 Million
Q3 2023

Oct 18, 2023
BUY
$57.47 - $57.91 $231,776 - $233,551
4,033 Added 6.07%
70,500 $4.06 Million
Q2 2023

Aug 07, 2023
SELL
$57.72 - $58.69 $373,390 - $379,665
-6,469 Reduced 8.87%
66,467 $3.84 Million
Q1 2023

Apr 20, 2023
SELL
$57.32 - $58.77 $167,431 - $171,667
-2,921 Reduced 3.85%
72,936 $4.27 Million
Q4 2022

Jan 24, 2023
SELL
$57.38 - $58.13 $165,483 - $167,646
-2,884 Reduced 3.66%
75,857 $0
Q3 2022

Oct 18, 2022
SELL
$57.67 - $59.08 $639,790 - $655,433
-11,094 Reduced 12.35%
78,741 $4.55 Million
Q2 2022

Jul 20, 2022
SELL
$58.29 - $59.37 $827,426 - $842,757
-14,195 Reduced 13.65%
89,835 $5.29 Million
Q1 2022

Apr 20, 2022
SELL
$59.19 - $60.79 $1.45 Million - $1.49 Million
-24,516 Reduced 19.07%
104,030 $6.17 Million
Q4 2021

Jan 12, 2022
BUY
$60.79 - $61.43 $73,738 - $74,514
1,213 Added 0.95%
128,546 $7.82 Million
Q3 2021

Oct 20, 2021
BUY
$61.39 - $61.54 $1.24 Million - $1.24 Million
20,141 Added 18.79%
127,333 $7.82 Million
Q2 2021

Jul 26, 2021
BUY
$61.41 - $61.64 $792,557 - $795,525
12,906 Added 13.69%
107,192 $6.59 Million
Q1 2021

May 07, 2021
SELL
$61.49 - $61.63 $821,198 - $823,068
-13,355 Reduced 12.41%
94,286 $5.8 Million
Q4 2020

Feb 03, 2021
SELL
$61.6 - $62.06 $270,793 - $272,815
-4,396 Reduced 3.92%
107,641 $6.63 Million
Q3 2020

Oct 15, 2020
BUY
$62.07 - $62.21 $689,473 - $691,028
11,108 Added 11.01%
112,037 $6.96 Million
Q2 2020

Jul 23, 2020
BUY
$62.08 - $62.28 $535,191 - $536,915
8,621 Added 9.34%
100,929 $6.28 Million
Q1 2020

Apr 07, 2020
BUY
$60.83 - $62.34 $4.33 Million - $4.44 Million
71,227 Added 337.87%
92,308 $5.75 Million
Q4 2019

Jan 24, 2020
BUY
$60.69 - $61.1 $357,403 - $359,817
5,889 Added 38.76%
21,081 $1.28 Million
Q3 2019

Nov 13, 2019
BUY
$60.71 - $60.94 $922,306 - $925,800
15,192 New
15,192 $926,000

Others Institutions Holding VGSH

# of Institutions
977
Shares Held
262M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email