White Lighthouse Investment Management Inc. Vanguard Financial ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 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 4,120 shares of VFH stock, worth $466,342. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,120

Previous 4,158 0.91%

Holding current value

$466,342

Previous $415,000 8.92%

% of portfolio

0.08%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

667

Shares Held

50.8M

Call Options Held

59.5K

Put Options Held

10.6K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

Track This Portfolio

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.

Account

White Lighthouse Investment Management Inc. Vanguard Financial ETF Transaction History