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

White Lighthouse Investment Management Inc.

$558 Million
Q1 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 109,344 shares of BSV stock, worth $8.57 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

109,344

Previous 119,626 8.6%

Holding current value

$8.57 Million

Previous $9.24 Million 7.4%

% of portfolio

1.53%

Previous 1.63%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$76.94 - $78.28 $791,097 - $804,874	-10,282 Reduced 8.6%	109,344 $8.56 Million
Q4 2024 Feb 04, 2025	BUY	$77.02 - $78.58 $370,389 - $377,891	4,809 Added 4.19%	119,626 $9.24 Million
Q3 2024 Oct 30, 2024	SELL	$76.38 - $78.87 $106,015 - $109,471	-1,388 Reduced 1.19%	114,817 $9.03 Million
Q2 2024 Jul 15, 2024	SELL	$75.81 - $76.76 $211,737 - $214,390	-2,793 Reduced 2.35%	116,205 $8.91 Million
Q1 2024 May 07, 2024	SELL	$76.34 - $77.25 $298,260 - $301,815	-3,907 Reduced 3.18%	118,998 $9.12 Million
Q4 2023 Jan 23, 2024	SELL	$74.64 - $77.03 $691,838 - $713,991	-9,269 Reduced 7.01%	122,905 $9.47 Million
Q3 2023 Oct 18, 2023	BUY	$74.97 - $75.93 $1.9 Million - $1.92 Million	25,341 Added 23.72%	132,174 $9.94 Million
Q2 2023 Aug 07, 2023	SELL	$75.52 - $76.97 $960,538 - $978,981	-12,719 Reduced 10.64%	106,833 $8.07 Million
Q1 2023 Apr 20, 2023	BUY	$74.67 - $76.76 $335,268 - $344,652	4,490 Added 3.9%	119,552 $9.14 Million
Q4 2022 Jan 24, 2023	SELL	$74.07 - $75.87 $856,397 - $877,208	-11,562 Reduced 9.13%	115,062 $0
Q3 2022 Oct 18, 2022	SELL	$74.52 - $77.47 $1.13 Million - $1.18 Million	-15,205 Reduced 10.72%	126,624 $9.47 Million
Q2 2022 Jul 20, 2022	BUY	$75.68 - $77.74 $2.43 Million - $2.49 Million	32,058 Added 29.2%	141,829 $10.9 Million
Q1 2022 Apr 20, 2022	SELL	$77.66 - $80.73 $2.76 Million - $2.87 Million	-35,505 Reduced 24.44%	109,771 $8.55 Million
Q4 2021 Jan 12, 2022	BUY	$80.78 - $81.98 $1.51 Million - $1.53 Million	18,706 Added 14.78%	145,276 $11.7 Million
Q3 2021 Oct 20, 2021	BUY	$81.9 - $82.4 $1.04 Million - $1.04 Million	12,670 Added 11.12%	126,570 $10.4 Million
Q2 2021 Jul 26, 2021	BUY	$82.08 - $82.43 $2.7 Million - $2.71 Million	32,844 Added 40.52%	113,900 $9.36 Million
Q1 2021 May 07, 2021	BUY	$82.08 - $82.89 $267,827 - $270,470	3,263 Added 4.19%	81,056 $6.66 Million
Q4 2020 Feb 03, 2021	SELL	$82.67 - $82.96 $1.25 Million - $1.25 Million	-15,080 Reduced 16.24%	77,793 $6.45 Million
Q3 2020 Oct 15, 2020	SELL	$82.96 - $83.3 $580,802 - $583,183	-7,001 Reduced 7.01%	92,873 $7.71 Million
Q2 2020 Jul 23, 2020	SELL	$81.78 - $83.12 $118,989 - $120,939	-1,455 Reduced 1.44%	99,874 $8.3 Million
Q1 2020 Apr 07, 2020	BUY	$78.67 - $82.51 $1.13 Million - $1.19 Million	14,421 Added 16.59%	101,329 $8.33 Million
Q4 2019 Jan 24, 2020	BUY	$80.41 - $81.14 $224,987 - $227,029	2,798 Added 3.33%	86,908 $7.01 Million
Q3 2019 Nov 13, 2019	BUY	$80.39 - $80.84 $31,593 - $31,770	393 Added 0.47%	84,110 $6.8 Million
Q2 2019 Jul 31, 2019	BUY	N/A	5,658 Added 7.25%	83,717 $6.74 Million
Q1 2019 May 08, 2019	BUY	N/A	7,882 Added 11.23%	78,059 $6.21 Million
Q4 2018 Jan 23, 2019	BUY	N/A	18,155 Added 34.9%	70,177 $5.51 Million
Q3 2018 Oct 24, 2018	BUY	N/A	7,724 Added 17.44%	52,022 $4.06 Million
Q2 2018 Aug 09, 2018	BUY	N/A	9,073 Added 25.76%	44,298 $3.47 Million
Q1 2018 Apr 12, 2018	BUY	N/A	16,638 Added 89.51%	35,225 $2.76 Million
Q4 2017 Jan 10, 2018	BUY	N/A	18,587	18,587 $1.47 Million

Others Institutions Holding BSV

# of Institutions

1,359

Shares Held

394M

Call Options Held

Put Options Held

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