White Lighthouse Investment Management Inc. Vanguard Materials ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 07, 2020	SELL	$81.49 - $133.25 $258,078 - $422,002	-3,167 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$120.04 - $134.2 $57,619 - $64,415	-480 Reduced 13.16%	3,167 $425,000
Q3 2019 Nov 13, 2019	BUY	$123.96 - $128.91 $104,746 - $108,928	845 Added 30.16%	3,647 $461,000
Q2 2019 Jul 31, 2019	SELL	N/A	-1,185 Reduced 29.72%	2,802 $359,000
Q1 2019 May 08, 2019	SELL	N/A	-1,470 Reduced 26.94%	3,987 $491,000
Q4 2018 Jan 23, 2019	SELL	N/A	-2,225 Reduced 28.96%	5,457 $605,000
Q3 2018 Oct 24, 2018	SELL	N/A	-410 Reduced 5.07%	7,682 $1.01 Million
Q2 2018 Aug 09, 2018	BUY	N/A	485 Added 6.38%	8,092 $1.07 Million
Q1 2018 Apr 12, 2018	BUY	N/A	630 Added 9.03%	7,607 $981,000
Q4 2017 Jan 10, 2018	BUY	N/A	6,977	6,977 $953,000

Others Institutions Holding VAW

# of Institutions

412

Shares Held

7.29M

Call Options Held

6.8K

Put Options Held

3.1K

Bank Of America Corp Charlotte, NC

1.43M
Shares

$285 Million
0.03% of portfolio
Beacon Capital Management, Inc.

776K
Shares

$155 Million
7.07% of portfolio
Envestnet Asset Management Inc

369K
Shares

$73.8 Million
0.03% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

308K
Shares

$61.6 Million
0.22% of portfolio
Personal Capital Advisors Corp

298K
Shares

$59.7 Million
0.25% of portfolio

View Full List

About VANGUARD MATERIALS ETF

Ticker VAW
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