White Lighthouse Investment Management Inc. Sells in Q4 2024

White Lighthouse Investment Management Inc.

  • $568 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-169
- 0.61%
$250.81 - $283.3 $42.4K - $47.9K
27.7K $7.02M
DVY
Ishares Tr

ETFs
-2.44K
- 3.54%
$129.55 - $143.41 $316K - $350K
66.4K $8.72M
VIG
Vanguard Dividend Appreciation

ETFs
-2.62K
- 4.67%
N/A
53.6K $9.76M
IAU
Ishares Gold Trust

ETFs
-6.02K
- 2.37%
$48.37 - $52.65 $291K - $317K
248K $12.3M
IXJ
Ishares Global Healthcare ETF

ETFs
-372
- 1.84%
$85.65 - $98.34 $31.9K - $36.6K
19.9K $1.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.24K
- 2.2%
$44.04 - $49.49 $54.7K - $61.4K
55.1K $2.43M
UNH
Unitedhealth Group Inc

Healthcare
-112
- 4.26%
$485.52 - $625.25 $54.4K - $70K
2.52K $1.27M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-939
- 33.54%
$316.94 - $357.88 $298K - $336K
1.86K $639K
VEA
Vanguard Ftse Developed Market

ETFs
-1.68K
- 5.89%
$47.57 - $52.44 $80.1K - $88.3K
26.9K $1.29M
IBB
Ishares Biotechnology ETF

ETFs
-380
- 3.04%
$131.21 - $148.85 $49.9K - $56.6K
12.1K $1.6M
ICF
Ishares Tr

ETFs
-920
- 4.25%
$58.8 - $66.61 $54.1K - $61.3K
20.7K $1.25M
ICLN
Ishares

ETFs
-5.68K
- 21.83%
$11.35 - $14.51 $64.4K - $82.4K
20.3K $231K
VEU
Vanguard Ftse All World Ex Us

ETFs
-300
- 1.39%
$57.29 - $63.1 $17.2K - $18.9K
21.3K $1.22M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-545
- 4.26%
$63.27 - $70.31 $34.5K - $38.3K
12.3K $777K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.7K
- 8.32%
$33.39 - $37.66 $56.6K - $63.8K
18.7K $623K
EMB
Ishares Tr

ETFs
-737
- 10.88%
$88.94 - $93.46 $65.5K - $68.9K
6.03K $537K
CAT
Caterpillar Inc

Industrials
-20
- 0.78%
$360.37 - $416.88 $7.21K - $8.34K
2.55K $925K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-664
- 20.69%
$96.64 - $101.23 $64.2K - $67.2K
2.55K $246K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-28
- 0.22%
$33.77 - $44.09 $946 - $1.23K
12.9K $438K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-77
- 0.57%
$134.53 - $150.65 $10.4K - $11.6K
13.5K $1.83M
MSFT
Microsoft Corp

Technology
-10
- 0.16%
$406.35 - $454.46 $4.06K - $4.54K
6.26K $2.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-247
- 3.64%
$113.92 - $127.38 $28.1K - $31.5K
6.54K $753K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-245
- 10.23%
$201.32 - $217.44 $49.3K - $53.3K
2.15K $445K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.28K
- 3.16%
$24.46 - $26.62 $31.3K - $34.1K
39.2K $982K
XLK
Technology Sector Spdr

ETFs
-200
- 8.62%
$220.26 - $241.44 $44.1K - $48.3K
2.12K $492K
SOXX
Ishares Semiconductor ETF

ETFs
-12
- 0.71%
$211.27 - $239.8 $2.54K - $2.88K
1.68K $360K
EFG
Msci Eafe Growth ETF

ETFs
-43
- 1.97%
$96.83 - $106.88 $4.16K - $4.6K
2.14K $206K
GLD
Spdr Gold Trust

ETFs
-50
- 0.7%
$236.59 - $257.5 $11.8K - $12.9K
7.08K $1.71M
VTI
Vanguard Total Stock Market Et

ETFs
-313
- 2.9%
$280.04 - $302.45 $87.7K - $94.7K
10.5K $3.04M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-90
- 0.74%
$41.74 - $46.2 $3.76K - $4.16K
12K $502K
VV
Vanguard Large Cap ETF

ETFs
-103
- 5.0%
$260.27 - $280.65 $26.8K - $28.9K
1.96K $527K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-142
- 4.5%
$118.0 - $127.04 $16.8K - $18K
3.01K $366K
BNDX
Vanguard Total International B

ETFs
-30
- 0.45%
$48.91 - $50.61 $1.47K - $1.52K
6.58K $322K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-26
- 0.77%
$176.42 - $186.91 $4.59K - $4.86K
3.35K $596K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-274
- 5.63%
$81.6 - $90.89 $22.4K - $24.9K
4.6K $394K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-654
- 5.27%
$129.96 - $144.97 $85K - $94.8K
11.7K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-457
- 4.5%
$481.22 - $538.17 $220K - $246K
9.69K $4.95M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-179
- 1.18%
$107.41 - $115.71 $19.2K - $20.7K
14.9K $1.65M
VONG
Vanguard Russell 1000 Growth E

ETFs
-50
- 1.46%
$95.27 - $107.82 $4.76K - $5.39K
3.39K $349K
SPY
Spdr S&P 500 ETF Trust

ETFs
-34
- 0.85%
$567.81 - $607.81 $19.3K - $20.7K
3.95K $2.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-221
- 1.32%
$521.84 - $558.82 $115K - $123K
16.5K $8.89M
AFRM
Affirm Holdings, Inc.

Technology
-1.85K
- 18.0%
$38.48 - $72.86 $71.3K - $135K
8.44K $513K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-161
- 0.4%
$100.18 - $109.1 $16.1K - $17.6K
40.5K $4.25M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.18K
- 4.47%
$370.24 - $418.94 $435K - $492K
25.1K $10.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.08K
- 6.2%
$180.88 - $232.93 $194K - $250K
16.3K $3.57M
IGM
Ishares Expanded Tech Sector E

ETFs
-79
- 0.1%
$94.19 - $106.95 $7.44K - $8.45K
78.8K $8.05M
VGT
Vanguard Information Technolog

ETFs
-720
- 1.91%
$571.78 - $647.97 $412K - $467K
36.9K $23M
VUG
Vanguard Growth ETF

ETFs
-749
- 0.32%
$378.79 - $428.11 $284K - $321K
235K $96.3M
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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