White Lighthouse Investment Management Inc. Vanguard Index Fds S&P 500 ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 16,725 shares of VOO stock, worth $9.01 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

16,725

Previous 15,680 6.66%

Holding current value

$9.01 Million

Previous $7.84 Million 12.54%

% of portfolio

1.59%

Previous 1.51%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$475.2 - $527.7 $496,584 - $551,446	1,045 Added 6.66%	16,725 $8.83 Million
Q2 2024 Jul 15, 2024	SELL	$455.1 - $504.28 $114,685 - $127,078	-252 Reduced 1.58%	15,680 $7.84 Million
Q1 2024 May 07, 2024	BUY	$429.43 - $481.35 $405,381 - $454,394	944 Added 6.3%	15,932 $7.66 Million
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $733,510 - $851,841	1,944 Added 14.9%	14,988 $6.55 Million
Q3 2023 Oct 18, 2023	BUY	$392.7 - $420.68 $401,339 - $429,934	1,022 Added 8.5%	13,044 $5.12 Million
Q2 2023 Aug 07, 2023	BUY	$371.44 - $407.28 $134,089 - $147,028	361 Added 3.1%	12,022 $4.9 Million
Q1 2023 Apr 20, 2023	BUY	$348.66 - $382.94 $234,299 - $257,335	672 Added 6.12%	11,661 $4.39 Million
Q4 2022 Jan 24, 2023	SELL	$327.64 - $374.54 $80,927 - $92,511	-247 Reduced 2.2%	10,989 $0
Q3 2022 Oct 18, 2022	BUY	$328.3 - $395.04 $445,174 - $535,674	1,356 Added 13.72%	11,236 $3.69 Million
Q2 2022 Jul 20, 2022	BUY	$337.07 - $419.85 $164,490 - $204,886	488 Added 5.2%	9,880 $3.43 Million
Q1 2022 Apr 20, 2022	BUY	$382.7 - $439.25 $207,423 - $238,073	542 Added 6.12%	9,392 $3.9 Million
Q4 2021 Jan 12, 2022	BUY	$394.21 - $439.01 $246,381 - $274,381	625 Added 7.6%	8,850 $3.86 Million
Q3 2021 Oct 20, 2021	BUY	$390.68 - $416.73 $152,755 - $162,941	391 Added 4.99%	8,225 $3.24 Million
Q2 2021 Jul 26, 2021	BUY	$368.16 - $394.32 $168,985 - $180,992	459 Added 6.22%	7,834 $3.08 Million
Q1 2021 May 07, 2021	SELL	$339.03 - $365.24 $725,524 - $781,613	-2,140 Reduced 22.49%	7,375 $2.69 Million
Q4 2020 Feb 03, 2021	SELL	$299.82 - $343.69 $237,757 - $272,546	-793 Reduced 7.69%	9,515 $3.27 Million
Q3 2020 Oct 15, 2020	SELL	$285.37 - $328.74 $301,350 - $347,149	-1,056 Reduced 9.29%	10,308 $3.17 Million
Q2 2020 Jul 23, 2020	SELL	$226.15 - $297.17 $326,334 - $428,816	-1,443 Reduced 11.27%	11,364 $3.22 Million
Q1 2020 Apr 07, 2020	BUY	$204.27 - $310.92 $229,190 - $348,852	1,122 Added 9.6%	12,807 $3.03 Million
Q4 2019 Jan 24, 2020	BUY	$264.57 - $296.67 $351,084 - $393,681	1,327 Added 12.81%	11,685 $3.46 Million
Q3 2019 Nov 13, 2019	BUY	$260.57 - $277.38 $183,180 - $194,998	703 Added 7.28%	10,358 $2.82 Million
Q2 2019 Jul 31, 2019	BUY	$252.12 - $271.73 $243,547 - $262,491	966 Added 11.12%	9,655 $2.6 Million
Q1 2019 May 08, 2019	BUY	$224.5 - $261.43 $578,761 - $673,966	2,578 Added 42.19%	8,689 $2.26 Million
Q4 2018 Jan 23, 2019	BUY	$215.07 - $268.24 $417,235 - $520,385	1,940 Added 46.51%	6,111 $1.4 Million
Q3 2018 Oct 24, 2018	BUY	$248.79 - $269.75 $241,326 - $261,657	970 Added 30.3%	4,171 $1.11 Million
Q2 2018 Aug 09, 2018	BUY	$236.48 - $256.33 $149,455 - $162,000	632 Added 24.6%	3,201 $799,000
Q1 2018 Apr 12, 2018	BUY	$236.79 - $263.36 $41,675 - $46,351	176 Added 7.35%	2,569 $622,000
Q4 2017 Jan 10, 2018	BUY	$231.73 - $247.65 $554,529 - $592,626	2,393	2,393 $587,000

Others Institutions Holding VOO

# of Institutions

3,145

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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White Lighthouse Investment Management Inc. Vanguard Index Fds S&P 500 ETF Transaction History