White Lighthouse Investment Management Inc. Vanguard Financial ETF Transaction History

White Lighthouse Investment Management Inc.

  • $568 Million
  • Q4 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 4,813 shares of VFH stock, worth $568,078. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,813
Previous 4,120 16.82%
Holding current value
$568,078
Previous $452,000 25.66%
% of portfolio
0.1%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$108.87 - $126.2 $75,446 - $87,456
693 Added 16.82%
4,813 $568,000
Q3 2024

Oct 30, 2024
SELL
$99.27 - $111.21 $3,772 - $4,225
-38 Reduced 0.91%
4,120 $452,000
Q2 2024

Jul 15, 2024
BUY
$95.9 - $103.0 $77,774 - $83,533
811 Added 24.23%
4,158 $415,000
Q1 2024

May 07, 2024
BUY
$90.62 - $102.39 $30,448 - $34,403
336 Added 11.16%
3,347 $342,000
Q4 2023

Jan 23, 2024
SELL
$75.97 - $92.67 $75 - $92
-1 Reduced 0.03%
3,011 $277,000
Q3 2023

Oct 18, 2023
BUY
$80.32 - $86.71 $19,196 - $20,723
239 Added 8.62%
3,012 $241,000
Q2 2023

Aug 07, 2023
SELL
$74.65 - $81.49 $22,395 - $24,447
-300 Reduced 9.76%
2,773 $225,000
Q1 2023

Apr 20, 2023
BUY
$74.95 - $90.64 $28,630 - $34,624
382 Added 14.2%
3,073 $239,000
Q4 2022

Jan 24, 2023
SELL
$74.7 - $88.6 $46,089 - $54,666
-617 Reduced 18.65%
2,691 $0
Q3 2022

Oct 18, 2022
BUY
$74.44 - $88.21 $44,961 - $53,278
604 Added 22.34%
3,308 $246,000
Q2 2022

Jul 20, 2022
BUY
$75.42 - $93.29 $203,935 - $252,256
2,704 New
2,704 $209,000
Q3 2021

Oct 20, 2021
SELL
$86.32 - $96.09 $204,146 - $227,252
-2,365 Closed
0 $0
Q2 2021

Jul 26, 2021
SELL
$85.53 - $94.49 $47,041 - $51,969
-550 Reduced 18.87%
2,365 $214,000
Q1 2021

May 07, 2021
BUY
$71.74 - $86.71 $209,122 - $252,759
2,915 New
2,915 $246,000
Q3 2019

Nov 13, 2019
SELL
$69.67 - $71.37 $280,073 - $286,907
-4,020 Closed
0 $0
Q2 2019

Jul 31, 2019
SELL
N/A
-1,875 Reduced 31.81%
4,020 $277,000
Q1 2019

May 08, 2019
SELL
N/A
-7,700 Reduced 56.64%
5,895 $380,000
Q4 2018

Jan 23, 2019
SELL
N/A
-1,765 Reduced 11.49%
13,595 $807,000
Q3 2018

Oct 24, 2018
SELL
N/A
-1,450 Reduced 8.63%
15,360 $1.07 Million
Q2 2018

Aug 09, 2018
BUY
N/A
900 Added 5.66%
16,810 $1.13 Million
Q1 2018

Apr 12, 2018
BUY
N/A
1,525 Added 10.6%
15,910 $1.11 Million
Q4 2017

Jan 10, 2018
BUY
N/A
14,385
14,385 $1.01 Million

Others Institutions Holding VFH

# of Institutions
768
Shares Held
54.3M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email