White Lighthouse Investment Management Inc. Vanguard World Fd Esg U.S. Sto Transaction History

White Lighthouse Investment Management Inc.

$568 Million
Q4 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 40,479 shares of ESGV stock, worth $3.95 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

40,479

Previous 40,640 0.4%

Holding current value

$3.95 Million

Previous $4.13 Million 2.76%

% of portfolio

0.75%

Previous 0.74%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$100.18 - $109.1 $16,128 - $17,565	-161 Reduced 0.4%	40,479 $4.25 Million
Q3 2024 Oct 30, 2024	BUY	$91.37 - $101.65 $64,689 - $71,968	708 Added 1.77%	40,640 $4.13 Million
Q2 2024 Jul 15, 2024	SELL	$87.24 - $97.37 $53,478 - $59,687	-613 Reduced 1.51%	39,932 $3.86 Million
Q1 2024 May 07, 2024	BUY	$83.14 - $93.19 $206,020 - $230,924	2,478 Added 6.51%	40,545 $3.78 Million
Q4 2023 Jan 23, 2024	BUY	$71.95 - $85.41 $32,449 - $38,519	451 Added 1.2%	38,067 $3.24 Million
Q3 2023 Oct 18, 2023	BUY	$74.65 - $81.1 $3,433 - $3,730	46 Added 0.12%	37,616 $2.83 Million
Q2 2023 Aug 07, 2023	SELL	$70.39 - $78.35 $90,028 - $100,209	-1,279 Reduced 3.29%	37,570 $2.94 Million
Q1 2023 Apr 20, 2023	SELL	$65.27 - $73.55 $81,587 - $91,937	-1,250 Reduced 3.12%	38,849 $2.79 Million
Q4 2022 Jan 24, 2023	BUY	$62.41 - $70.74 $56,418 - $63,948	904 Added 2.31%	40,099 $0
Q3 2022 Oct 18, 2022	BUY	$62.91 - $76.54 $21,641 - $26,329	344 Added 0.89%	39,195 $2.47 Million
Q2 2022 Jul 20, 2022	BUY	$63.97 - $82.17 $111,499 - $143,222	1,743 Added 4.7%	38,851 $2.58 Million
Q1 2022 Apr 20, 2022	BUY	$74.15 - $88.3 $199,018 - $236,997	2,684 Added 7.8%	37,108 $3.01 Million
Q4 2021 Jan 12, 2022	BUY	$79.7 - $88.45 $212,958 - $236,338	2,672 Added 8.42%	34,424 $3.03 Million
Q3 2021 Oct 20, 2021	BUY	$79.36 - $84.88 $17,300 - $18,503	218 Added 0.69%	31,752 $2.54 Million
Q2 2021 Jul 26, 2021	BUY	$74.71 - $80.04 $354,274 - $379,549	4,742 Added 17.7%	31,534 $2.52 Million
Q1 2021 May 07, 2021	SELL	$69.3 - $74.47 $6,514 - $7,000	-94 Reduced 0.35%	26,792 $1.98 Million
Q4 2020 Feb 03, 2021	SELL	$60.54 - $70.17 $27,485 - $31,857	-454 Reduced 1.66%	26,886 $1.89 Million
Q3 2020 Oct 15, 2020	SELL	$56.71 - $65.92 $98,391 - $114,371	-1,735 Reduced 5.97%	27,340 $1.69 Million
Q2 2020 Jul 23, 2020	SELL	$43.65 - $58.01 $17,678 - $23,494	-405 Reduced 1.37%	29,075 $1.64 Million
Q1 2020 Apr 07, 2020	BUY	$39.72 - $60.05 $583,288 - $881,834	14,685 Added 99.26%	29,480 $1.35 Million
Q4 2019 Jan 24, 2020	BUY	$50.36 - $56.77 $232,915 - $262,561	4,625 Added 45.48%	14,795 $837,000
Q3 2019 Nov 13, 2019	BUY	$51.55 - $52.75 $215,479 - $220,495	4,180 Added 69.78%	10,170 $528,000
Q2 2019 Jul 31, 2019	BUY	N/A	5,990 New	5,990 $306,000

Others Institutions Holding ESGV

# of Institutions

626

Shares Held

30M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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White Lighthouse Investment Management Inc. Vanguard World Fd Esg U.S. Sto Transaction History