White Lighthouse Investment Management Inc. Vanguard Mid Cap Growth Index Transaction History

White Lighthouse Investment Management Inc.

$558 Million
Q1 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 11,760 shares of VOT stock, worth $3.15 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

11,760

Previous 12,461 5.63%

Holding current value

$3.15 Million

Previous $3.16 Million 9.02%

% of portfolio

0.51%

Previous 0.56%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$237.72 - $276.98 $166,641 - $194,162	-701 Reduced 5.63%	11,760 $2.88 Million
Q4 2024 Feb 04, 2025	BUY	$241.48 - $274.89 $138,368 - $157,511	573 Added 4.82%	12,461 $3.16 Million
Q3 2024 Oct 30, 2024	BUY	$218.05 - $243.47 $33,579 - $37,494	154 Added 1.31%	11,888 $2.89 Million
Q2 2024 Jul 15, 2024	SELL	$218.75 - $234.97 $36,750 - $39,474	-168 Reduced 1.41%	11,734 $2.69 Million
Q1 2024 May 07, 2024	SELL	$212.21 - $235.79 $38,834 - $43,149	-183 Reduced 1.51%	11,902 $2.81 Million
Q4 2023 Jan 23, 2024	SELL	$180.9 - $221.2 $127,896 - $156,388	-707 Reduced 5.53%	12,085 $2.65 Million
Q3 2023 Oct 18, 2023	SELL	$191.65 - $213.93 $82,601 - $92,203	-431 Reduced 3.26%	12,792 $2.49 Million
Q2 2023 Aug 07, 2023	SELL	$186.22 - $205.77 $87,709 - $96,917	-471 Reduced 3.44%	13,223 $2.72 Million
Q1 2023 Apr 20, 2023	BUY	$177.43 - $203.61 $182,575 - $209,514	1,029 Added 8.12%	13,694 $2.67 Million
Q4 2022 Jan 24, 2023	SELL	$165.84 - $193.83 $11,111 - $12,986	-67 Reduced 0.53%	12,665 $0
Q3 2022 Oct 18, 2022	BUY	$170.12 - $208.72 $38,617 - $47,379	227 Added 1.82%	12,732 $2.17 Million
Q2 2022 Jul 20, 2022	BUY	$167.96 - $227.2 $32,752 - $44,304	195 Added 1.58%	12,505 $2.19 Million
Q1 2022 Apr 20, 2022	SELL	$199.76 - $251.37 $305,632 - $384,596	-1,530 Reduced 11.05%	12,310 $2.74 Million
Q4 2021 Jan 12, 2022	SELL	$234.3 - $265.79 $58,575 - $66,447	-250 Reduced 1.77%	13,840 $3.52 Million
Q3 2021 Oct 20, 2021	SELL	$230.42 - $251.05 $126,500 - $137,826	-549 Reduced 3.75%	14,090 $3.33 Million
Q2 2021 Jul 26, 2021	BUY	$210.91 - $237.31 $188,131 - $211,680	892 Added 6.49%	14,639 $3.46 Million
Q1 2021 May 07, 2021	SELL	$204.75 - $230.34 $104,627 - $117,703	-511 Reduced 3.58%	13,747 $2.95 Million
Q4 2020 Feb 03, 2021	BUY	$178.76 - $215.29 $85,626 - $103,123	479 Added 3.48%	14,258 $3.02 Million
Q3 2020 Oct 15, 2020	SELL	$166.29 - $188.98 $359,685 - $408,763	-2,163 Reduced 13.57%	13,779 $2.48 Million
Q2 2020 Jul 23, 2020	SELL	$120.77 - $169.89 $344,315 - $484,356	-2,851 Reduced 15.17%	15,942 $2.63 Million
Q1 2020 Apr 07, 2020	BUY	$108.51 - $170.49 $51,433 - $80,812	474 Added 2.59%	18,793 $2.38 Million
Q4 2019 Jan 24, 2020	BUY	$144.1 - $159.03 $348,001 - $384,057	2,415 Added 15.18%	18,319 $2.91 Million
Q3 2019 Nov 13, 2019	BUY	$147.12 - $150.91 $186,106 - $190,901	1,265 Added 8.64%	15,904 $2.36 Million
Q2 2019 Jul 31, 2019	BUY	N/A	1,964 Added 15.5%	14,639 $2.19 Million
Q1 2019 May 08, 2019	BUY	N/A	5,007 Added 65.3%	12,675 $1.81 Million
Q4 2018 Jan 23, 2019	BUY	N/A	625 Added 8.87%	7,668 $918,000
Q3 2018 Oct 24, 2018	BUY	N/A	1,140 Added 19.31%	7,043 $1 Million
Q2 2018 Aug 09, 2018	BUY	N/A	955 Added 19.3%	5,903 $793,000
Q1 2018 Apr 12, 2018	BUY	N/A	1,053 Added 27.03%	4,948 $641,000
Q4 2017 Jan 10, 2018	BUY	N/A	3,895	3,895 $497,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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White Lighthouse Investment Management Inc. Vanguard Mid Cap Growth Index Transaction History