White Lighthouse Investment Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History

White Lighthouse Investment Management Inc.

$492 Million
Q1 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 43,544 shares of BIV stock, worth $3.24 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

43,544

Previous 38,480 13.16%

Holding current value

$3.24 Million

Previous $2.94 Million 11.7%

% of portfolio

0.67%

Previous 0.66%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$74.51 - $76.61 $377,318 - $387,953	5,064 Added 13.16%	43,544 $3.28 Million
Q4 2023 Jan 23, 2024	BUY	$70.49 - $76.74 $1.33 Million - $1.45 Million	18,902 Added 96.55%	38,480 $2.94 Million
Q3 2023 Oct 18, 2023	BUY	$72.11 - $75.67 $761,121 - $798,696	10,555 Added 116.98%	19,578 $1.42 Million
Q2 2023 Aug 07, 2023	BUY	$74.96 - $77.47 $69,113 - $71,427	922 Added 11.38%	9,023 $678,000
Q1 2023 Apr 20, 2023	SELL	$73.57 - $77.31 $26,043 - $27,367	-354 Reduced 4.19%	8,101 $621,000

Q4 2022 Jan 24, 2023	SELL	$72.19 - $76.32 $141,131 - $149,205	-1,955 Reduced 18.78%	8,455 $0
Q3 2022 Oct 18, 2022	SELL	N/A	-5,008 Reduced 32.48%	10,410 $765,000
Q2 2022 Jul 20, 2022	SELL	N/A	-26,563 Reduced 63.27%	15,418 $1.2 Million
Q1 2022 Apr 20, 2022	SELL	N/A	-3,196 Reduced 7.07%	41,981 $3.44 Million
Q4 2021 Jan 12, 2022	SELL	N/A	-2,540 Reduced 5.32%	45,177 $3.96 Million
Q3 2021 Oct 20, 2021	SELL	N/A	-560 Reduced 1.16%	47,717 $4.27 Million
Q2 2021 Jul 26, 2021	BUY	N/A	1,246 Added 2.65%	48,277 $4.34 Million
Q1 2021 May 07, 2021	BUY	N/A	6,008 Added 14.65%	47,031 $4.17 Million
Q4 2020 Feb 03, 2021	BUY	N/A	4,221 Added 11.47%	41,023 $3.81 Million
Q3 2020 Oct 15, 2020	BUY	N/A	92 Added 0.25%	36,802 $3.44 Million
Q2 2020 Jul 23, 2020	SELL	N/A	-4,453 Reduced 10.82%	36,710 $3.42 Million
Q1 2020 Apr 07, 2020	BUY	N/A	2,580 Added 6.69%	41,163 $3.68 Million
Q4 2019 Jan 24, 2020	SELL	N/A	-215 Reduced 0.55%	38,583 $3.37 Million
Q3 2019 Nov 13, 2019	SELL	N/A	-60 Reduced 0.15%	38,798 $3.41 Million
Q2 2019 Jul 31, 2019	BUY	N/A	145 Added 0.37%	38,858 $3.36 Million
Q1 2019 May 08, 2019	BUY	N/A	1,199 Added 3.2%	38,713 $3.25 Million
Q4 2018 Jan 23, 2019	BUY	N/A	5,335 Added 16.58%	37,514 $3.05 Million
Q3 2018 Oct 24, 2018	BUY	N/A	6,311 Added 24.4%	32,179 $2.59 Million
Q2 2018 Aug 09, 2018	BUY	N/A	18,176 Added 236.3%	25,868 $2.1 Million
Q1 2018 Apr 12, 2018	BUY	N/A	7,692 New	7,692 $629,000

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

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White Lighthouse Investment Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History