White Lighthouse Investment Management Inc. Vanguard Utilities ETF Transaction History

White Lighthouse Investment Management Inc.

$568 Million
Q4 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 4,638 shares of VPU stock, worth $793,051. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,638

Previous 4,331 7.09%

Holding current value

$793,051

Previous $753,000 0.53%

% of portfolio

0.13%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$160.52 - $179.11 $49,279 - $54,986	307 Added 7.09%	4,638 $757,000
Q3 2024 Oct 30, 2024	BUY	$146.64 - $174.54 $209,988 - $249,941	1,432 Added 49.4%	4,331 $753,000
Q2 2024 Jul 15, 2024	BUY	$136.04 - $157.94 $34,690 - $40,274	255 Added 9.64%	2,899 $428,000
Q1 2024 May 07, 2024	SELL	$129.56 - $142.58 $4,016 - $4,419	-31 Reduced 1.16%	2,644 $376,000
Q4 2023 Jan 23, 2024	SELL	$121.65 - $142.23 $18,612 - $21,761	-153 Reduced 5.41%	2,675 $366,000
Q3 2023 Oct 18, 2023	SELL	$127.23 - $148.54 $43,894 - $51,246	-345 Reduced 10.87%	2,828 $360,000
Q2 2023 Aug 07, 2023	SELL	$140.07 - $152.05 $43,421 - $47,135	-310 Reduced 8.9%	3,173 $451,000
Q1 2023 Apr 20, 2023	BUY	$139.89 - $156.95 $4,896 - $5,493	35 Added 1.02%	3,483 $513,000
Q4 2022 Jan 24, 2023	BUY	$134.2 - $158.16 $70,320 - $82,875	524 Added 17.92%	3,448 $0
Q3 2022 Oct 18, 2022	BUY	$142.26 - $169.41 $108,402 - $129,090	762 Added 35.25%	2,924 $416,000
Q2 2022 Jul 20, 2022	SELL	$141.44 - $166.95 $282 - $333	-2 Reduced 0.09%	2,162 $329,000
Q1 2022 Apr 20, 2022	BUY	$141.64 - $162.04 $5,665 - $6,481	40 Added 1.88%	2,164 $350,000
Q4 2021 Jan 12, 2022	BUY	$139.21 - $156.4 $21,995 - $24,711	158 Added 8.04%	2,124 $332,000
Q3 2021 Oct 20, 2021	BUY	$139.14 - $152.64 $26,854 - $29,459	193 Added 10.89%	1,966 $274,000
Q2 2021 Jul 26, 2021	BUY	$138.76 - $148.08 $4,301 - $4,590	31 Added 1.78%	1,773 $246,000
Q1 2021 May 07, 2021	BUY	$128.27 - $140.64 $13,724 - $15,048	107 Added 6.54%	1,742 $245,000
Q3 2020 Oct 15, 2020	BUY	$124.0 - $134.49 $202,740 - $219,891	1,635 New	1,635 $211,000

Others Institutions Holding VPU

# of Institutions

654

Shares Held

13.6M

Call Options Held

85.2K

Put Options Held

26.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
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White Lighthouse Investment Management Inc. Vanguard Utilities ETF Transaction History