White Lighthouse Investment Management Inc. Vanguard Small Cap Growth ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 760 shares of VBK stock, worth $220,407. This represents 0.04% of its overall portfolio holdings.

Number of Shares

760

Holding current value

$220,407

% of portfolio

0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$240.48 - $267.94 $182,764 - $203,634	760 New	760 $203,000
Q1 2021 May 07, 2021	SELL	$262.76 - $302.04 $319,253 - $366,978	-1,215 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	$216.78 - $272.28 $4,769 - $5,990	-22 Reduced 1.78%	1,215 $325,000
Q3 2020 Oct 15, 2020	SELL	$197.81 - $223.21 $146,379 - $165,175	-740 Reduced 37.43%	1,237 $266,000
Q2 2020 Jul 23, 2020	SELL	$139.78 - $205.13 $81,911 - $120,206	-586 Reduced 22.86%	1,977 $395,000
Q1 2020 Apr 07, 2020	BUY	$128.7 - $210.28 $111,325 - $181,892	865 Added 50.94%	2,563 $385,000
Q4 2019 Jan 24, 2020	BUY	$177.24 - $199.81 $76,567 - $86,317	432 Added 34.12%	1,698 $337,000
Q3 2019 Nov 13, 2019	BUY	$181.04 - $188.72 $229,196 - $238,919	1,266 New	1,266 $230,000

Others Institutions Holding VBK

# of Institutions

1,137

Shares Held

42.7M

Call Options Held

53.1K

Put Options Held

28.3K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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White Lighthouse Investment Management Inc. Vanguard Small Cap Growth ETF Transaction History