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

White Lighthouse Investment Management Inc.

$568 Million
Q4 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 26,326 shares of BLV stock, worth $1.84 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

26,326

Previous 26,591 1.0%

Holding current value

$1.84 Million

Previous $2 Million 9.86%

% of portfolio

0.32%

Previous 0.36%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$68.25 - $75.42 $18,086 - $19,986	-265 Reduced 1.0%	26,326 $1.8 Million
Q3 2024 Oct 30, 2024	BUY	$69.16 - $76.64 $293,238 - $324,953	4,240 Added 18.97%	26,591 $2 Million
Q2 2024 Jul 15, 2024	BUY	$67.85 - $72.06 $678 - $720	10 Added 0.04%	22,351 $1.57 Million
Q1 2024 May 07, 2024	SELL	$70.55 - $74.4 $158,314 - $166,953	-2,244 Reduced 9.13%	22,341 $1.62 Million
Q4 2023 Jan 23, 2024	SELL	$63.1 - $75.48 $359,102 - $429,556	-5,691 Reduced 18.8%	24,585 $1.83 Million
Q3 2023 Oct 18, 2023	BUY	$66.98 - $75.19 $702,017 - $788,066	10,481 Added 52.95%	30,276 $2.03 Million
Q2 2023 Aug 07, 2023	SELL	$72.8 - $77.78 $5,096 - $5,444	-70 Reduced 0.35%	19,795 $1.48 Million
Q1 2023 Apr 20, 2023	BUY	$72.23 - $78.61 $137,237 - $149,359	1,900 Added 10.58%	19,865 $1.52 Million
Q4 2022 Jan 24, 2023	BUY	$66.85 - $78.06 $119,928 - $140,039	1,794 Added 11.09%	17,965 $0
Q3 2022 Oct 18, 2022	SELL	$70.98 - $83.52 $132,235 - $155,597	-1,863 Reduced 10.33%	16,171 $1.16 Million
Q2 2022 Jul 20, 2022	BUY	$76.82 - $91.91 $101,556 - $121,505	1,322 Added 7.91%	18,034 $1.44 Million
Q1 2022 Apr 20, 2022	SELL	$89.51 - $101.14 $13,247 - $14,968	-148 Reduced 0.88%	16,712 $1.53 Million
Q4 2021 Jan 12, 2022	BUY	$100.51 - $106.41 $301 - $319	3 Added 0.02%	16,860 $1.74 Million
Q3 2021 Oct 20, 2021	BUY	$102.33 - $106.66 $102 - $106	1 Added 0.01%	16,857 $1.73 Million
Q2 2021 Jul 26, 2021	SELL	$97.54 - $103.68 $9,461 - $10,056	-97 Reduced 0.57%	16,856 $1.74 Million
Q1 2021 May 07, 2021	SELL	$96.21 - $109.25 $256,784 - $291,588	-2,669 Reduced 13.6%	16,953 $1.66 Million
Q4 2020 Feb 03, 2021	SELL	$108.9 - $113.64 $314,829 - $328,533	-2,891 Reduced 12.84%	19,622 $2.15 Million
Q3 2020 Oct 15, 2020	BUY	$111.25 - $117.53 $397,718 - $420,169	3,575 Added 18.88%	22,513 $2.52 Million
Q2 2020 Jul 23, 2020	SELL	$105.17 - $111.65 $173,635 - $184,334	-1,651 Reduced 8.02%	18,938 $2.11 Million
Q1 2020 Apr 07, 2020	BUY	$91.55 - $114.49 $10,162 - $12,708	111 Added 0.54%	20,589 $2.2 Million
Q4 2019 Jan 24, 2020	SELL	$98.83 - $104.1 $52,577 - $55,381	-532 Reduced 2.53%	20,478 $2.06 Million
Q3 2019 Nov 13, 2019	SELL	$98.92 - $103.09 $14,640 - $15,257	-148 Reduced 0.7%	21,010 $2.16 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-129 Reduced 0.61%	21,158 $2.05 Million
Q1 2019 May 08, 2019	BUY	N/A	321 Added 1.53%	21,287 $1.96 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-918 Reduced 4.19%	20,966 $1.84 Million
Q3 2018 Oct 24, 2018	BUY	N/A	944 Added 4.51%	21,884 $1.91 Million
Q2 2018 Aug 09, 2018	BUY	N/A	5,532 Added 35.9%	20,940 $1.86 Million
Q1 2018 Apr 12, 2018	BUY	N/A	1,623 Added 11.77%	15,408 $1.4 Million
Q4 2017 Jan 10, 2018	BUY	N/A	13,785	13,785 $1.31 Million

Others Institutions Holding BLV

# of Institutions

397

Shares Held

70.7M

Call Options Held

17.1K

Put Options Held

28.2K

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