A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 56,217 shares of VIG stock, worth $10.2 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
56,217
Previous 56,321 0.18%
Holding current value
$10.2 Million
Previous $10.3 Million 0.41%
% of portfolio
1.84%
Previous 1.98%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$182.15 - $182.15 $18,943 - $18,943
-104 Reduced 0.18%
56,217 $10.2 Million
Q2 2024

Jul 15, 2024

SELL
$173.33 - $185.29 $72,798 - $77,821
-420 Reduced 0.74%
56,321 $10.3 Million
Q1 2024

May 07, 2024

SELL
$168.47 - $182.98 $19,710 - $21,408
-117 Reduced 0.21%
56,741 $10.4 Million
Q4 2023

Jan 23, 2024

SELL
$150.16 - $171.16 $164,275 - $187,249
-1,094 Reduced 1.89%
56,858 $9.69 Million
Q3 2023

Oct 18, 2023

SELL
$155.38 - $166.95 $5,282 - $5,676
-34 Reduced 0.06%
57,952 $9 Million
Q2 2023

Aug 07, 2023

SELL
$152.74 - $162.43 $456,998 - $485,990
-2,992 Reduced 4.91%
57,986 $9.42 Million
Q1 2023

Apr 20, 2023

BUY
$147.24 - $158.33 $226,160 - $243,194
1,536 Added 2.58%
60,978 $9.39 Million
Q4 2022

Jan 24, 2023

BUY
$144.84 - $158.71 $9,559 - $10,474
66 Added 0.11%
59,442 $0
Q3 2022

Oct 18, 2022

BUY
N/A
5,161 Added 9.52%
59,376 $8.03 Million
Q2 2022

Jul 20, 2022

BUY
N/A
3,457 Added 6.81%
54,215 $7.78 Million
Q1 2022

Apr 20, 2022

SELL
N/A
-64 Reduced 0.13%
50,758 $8.23 Million
Q4 2021

Jan 12, 2022

BUY
N/A
176 Added 0.35%
50,822 $8.73 Million
Q3 2021

Oct 20, 2021

BUY
N/A
2,638 Added 5.49%
50,646 $7.78 Million
Q2 2021

Jul 26, 2021

BUY
N/A
363 Added 0.76%
48,008 $7.43 Million
Q1 2021

May 07, 2021

SELL
N/A
-7,675 Reduced 13.87%
47,645 $7.01 Million
Q4 2020

Feb 03, 2021

SELL
N/A
-442 Reduced 0.79%
55,320 $7.81 Million
Q3 2020

Oct 15, 2020

SELL
N/A
-2,400 Reduced 4.13%
55,762 $7.17 Million
Q2 2020

Jul 23, 2020

BUY
N/A
1,216 Added 2.14%
58,162 $6.82 Million
Q1 2020

Apr 07, 2020

BUY
N/A
6,647 Added 13.21%
56,946 $5.89 Million
Q4 2019

Jan 24, 2020

BUY
N/A
4,485 Added 9.79%
50,299 $6.27 Million
Q3 2019

Nov 13, 2019

BUY
N/A
3,008 Added 7.03%
45,814 $5.48 Million
Q2 2019

Jul 31, 2019

SELL
N/A
-2,763 Reduced 6.06%
42,806 $4.93 Million
Q1 2019

May 08, 2019

SELL
N/A
-2,404 Reduced 5.01%
45,569 $5 Million
Q4 2018

Jan 23, 2019

BUY
N/A
245 Added 0.51%
47,973 $4.7 Million
Q3 2018

Oct 24, 2018

SELL
N/A
-483 Reduced 1.0%
47,728 $5.28 Million
Q2 2018

Aug 09, 2018

BUY
N/A
3,044 Added 6.74%
48,211 $4.9 Million
Q1 2018

Apr 12, 2018

BUY
N/A
425 Added 0.95%
45,167 $4.56 Million
Q4 2017

Jan 10, 2018

BUY
N/A
44,742
44,742 $4.57 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
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More about VIG
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