White Lighthouse Investment Management Inc. Purchases in Q3 2024

White Lighthouse Investment Management Inc.

  • $556 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13K
+ 3.13%
$117.9 - $128.2 $1.54M - $1.67M
430K $55.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20.9K
+ 4.06%
$58.03 - $65.37 $1.21M - $1.36M
535K $34.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
28.8K
+ 12.75%
$71.45 - $75.64 $2.06M - $2.18M
255K $19.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.3K
+ 7.08%
$79.29 - $84.02 $1.05M - $1.12M
201K $16.8M
VTV
Vanguard Value ETF

ETFs
2.48K
+ 2.52%
$159.75 - $174.57 $396K - $433K
101K $17.6M
IAU
Ishares Gold Trust

ETFs
2.02K
+ 0.8%
$44.06 - $50.5 $88.9K - $102K
254K $12.6M
DVY
Ishares Tr

ETFs
1.66K
+ 2.46%
$119.99 - $135.74 $199K - $225K
68.9K $9.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.16K
+ 1.98%
$76.94 - $79.54 $474K - $490K
317K $25.2M
IXUS
Ishares Tr

ETFs
1.64K
+ 0.86%
$64.9 - $73.35 $106K - $120K
191K $13.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
+ 6.66%
$475.2 - $527.7 $497K - $551K
16.7K $8.83M
VNQ
Vanguard Specialized Funds Van

ETFs
1.28K
+ 2.4%
$82.97 - $98.97 $106K - $127K
54.5K $5.31M
PM
Philip Morris International Inc.

Consumer Defensive
5K
+ 71.41%
$101.25 - $127.45 $506K - $637K
12K $1.46M
MUB
Ishares National Muni Bond ETF

ETFs
5.56K
+ 27.23%
$106.13 - $108.7 $590K - $604K
26K $2.82M
SHV
Ishares Tr

ETFs
4.84K
+ 2.41%
$110.05 - $110.63 $533K - $536K
206K $22.8M
MO
Altria Group, Inc.

Consumer Defensive
9.47K
New
$45.95 - $54.71 $435K - $518K
9.47K $483K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.31K
+ 3.02%
$55.06 - $62.25 $127K - $144K
78.8K $4.85M
VO
Vanguard Mid Cap ETF

ETFs
410
+ 2.56%
$237.84 - $263.83 $97.5K - $108K
16.4K $4.33M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.24K
+ 18.97%
$69.16 - $76.64 $293K - $325K
26.6K $2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.8K
+ 6.1%
$74.26 - $78.84 $208K - $221K
48.8K $3.82M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.75K
+ 131.15%
$93.65 - $97.81 $351K - $367K
6.61K $646K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.9K
New
$91.42 - $91.82 $357K - $358K
3.9K $358K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.68K
+ 4.24%
$44.83 - $47.42 $165K - $175K
90.5K $4.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.37K
+ 4.39%
$41.9 - $48.26 $99.3K - $114K
56.4K $2.7M
SUB
Ishares Short Term National Mu

ETFs
3K
+ 31.58%
$104.3 - $106.3 $313K - $319K
12.5K $1.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
494
+ 1.17%
$77.02 - $85.06 $38K - $42K
42.7K $3.61M
VPU
Vanguard Utilities ETF

ETFs
1.43K
+ 49.4%
$146.64 - $174.54 $210K - $250K
4.33K $753K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
5.22K
New
$50.43 - $55.76 $263K - $291K
5.22K $290K
COST
Costco Wholesale Corp

Consumer Defensive
314
New
$801.83 - $917.05 $252K - $288K
314 $278K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
708
+ 1.77%
$91.37 - $101.65 $64.7K - $72K
40.6K $4.13M
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.26%
$66.91 - $81.4 $3.48K - $4.23K
20.2K $1.63M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.72K
+ 3.71%
$48.06 - $49.39 $179K - $184K
104K $5.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.43K
New
$64.35 - $75.71 $221K - $260K
3.43K $252K
VTI
Vanguard Total Stock Market Et

ETFs
308
+ 2.94%
$255.18 - $283.2 $78.6K - $87.2K
10.8K $3.06M
HYG
Ishares Tr

ETFs
2.98K
New
$76.72 - $80.36 $229K - $239K
2.98K $239K
CVX
Chevron Corp

Energy
1.51K
New
$137.88 - $161.97 $209K - $245K
1.51K $222K
IGM
Ishares Expanded Tech Sector E

ETFs
966
+ 1.24%
$84.03 - $98.62 $81.2K - $95.3K
78.9K $7.57M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.18K
New
$61.6 - $65.13 $196K - $207K
3.18K $206K
IEFA
Ishares Tr

ETFs
2.63K
New
$70.09 - $78.74 $184K - $207K
2.63K $205K
VBK
Vanguard Small Cap Growth ETF

ETFs
760
New
$240.48 - $267.94 $183K - $204K
760 $203K
VOT
Vanguard Mid Cap Growth Index

ETFs
154
+ 1.31%
$218.05 - $243.47 $33.6K - $37.5K
11.9K $2.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.84K
+ 8.73%
$49.93 - $51.15 $142K - $145K
35.3K $1.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.89K
+ 4.67%
$51.58 - $53.79 $97.2K - $101K
42.2K $2.26M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
572
+ 3.03%
$75.63 - $84.89 $43.3K - $48.6K
19.4K $1.64M
VCR
Vanguard Consumer Discretionar

ETFs
45
+ 0.96%
$291.88 - $341.94 $13.1K - $15.4K
4.72K $1.61M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
61
+ 0.36%
$113.45 - $126.18 $6.92K - $7.7K
16.8K $2.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
303
+ 1.42%
$56.47 - $63.69 $17.1K - $19.3K
21.6K $1.36M
VEA
Vanguard Ftse Developed Market

ETFs
140
+ 0.49%
$47.6 - $53.31 $6.66K - $7.46K
28.6K $1.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
783
+ 32.26%
$96.25 - $101.98 $75.4K - $79.9K
3.21K $325K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
74
+ 1.1%
$105.53 - $118.34 $7.81K - $8.76K
6.79K $793K
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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