White Lighthouse Investment Management Inc. Vanguard Transaction History
White Lighthouse Investment Management Inc.
- $558 Million
- Q1 2025
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 70,509 shares of VGSH stock, worth $4.13 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
70,509
Previous 74,065
4.8%
Holding current value
$4.13 Million
Previous $4.31 Million
3.97%
% of portfolio
0.74%
Previous 0.76%
Shares
23 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$441 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio