WLIM
White Lighthouse Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Sell |
49,331
-55
| -0.1% | -$4.25K | 0.62% | 32 |
|
|
2025
Q1 | $3.78M | Sell |
49,386
-2,667
| -5% | -$204K | 0.68% | 31 |
|
|
2024
Q4 | $3.89M | Buy |
52,053
+3,248
| +7% | +$243K | 0.68% | 31 |
|
|
2024
Q3 | $3.82M | Buy |
48,805
+2,804
| +6% | +$220K | 0.69% | 31 |
|
|
2024
Q2 | $3.45M | Buy |
46,001
+2,457
| +6% | +$184K | 0.66% | 31 |
|
|
2024
Q1 | $3.28M | Buy |
43,544
+5,064
| +13% | +$382K | 0.67% | 32 |
|
|
2023
Q4 | $2.94M | Buy |
38,480
+18,902
| +97% | +$1.44M | 0.64% | 33 |
|
|
2023
Q3 | $1.42M | Buy |
19,578
+10,555
| +117% | +$763K | 0.34% | 50 |
|
|
2023
Q2 | $679K | Buy |
9,023
+922
| +11% | +$69.4K | 0.16% | 72 |
|
|
2023
Q1 | $622K | Sell |
8,101
-354
| -4% | -$27.2K | 0.16% | 77 |
|
|
2022
Q4 | $628K | Sell |
8,455
-1,955
| -19% | -$145K | 0.17% | 74 |
|
|
2022
Q3 | $765K | Sell |
10,410
-5,008
| -32% | -$368K | 0.22% | 62 |
|
|
2022
Q2 | $1.2M | Sell |
15,418
-26,563
| -63% | -$2.06M | 0.34% | 52 |
|
|
2022
Q1 | $3.44M | Sell |
41,981
-3,196
| -7% | -$262K | 0.87% | 26 |
|
|
2021
Q4 | $3.96M | Sell |
45,177
-2,540
| -5% | -$223K | 0.99% | 24 |
|
|
2021
Q3 | $4.27M | Sell |
47,717
-560
| -1% | -$50.1K | 1.15% | 24 |
|
|
2021
Q2 | $4.34M | Buy |
48,277
+1,246
| +3% | +$112K | 1.19% | 23 |
|
|
2021
Q1 | $4.17M | Buy |
47,031
+6,008
| +15% | +$533K | 1.28% | 21 |
|
|
2020
Q4 | $3.81M | Buy |
41,023
+4,221
| +11% | +$392K | 1.22% | 22 |
|
|
2020
Q3 | $3.44M | Buy |
36,802
+92
| +0.3% | +$8.6K | 1.19% | 22 |
|
|
2020
Q2 | $3.42M | Sell |
36,710
-4,453
| -11% | -$415K | 1.26% | 22 |
|
|
2020
Q1 | $3.68M | Buy |
41,163
+2,580
| +7% | +$230K | 1.54% | 19 |
|
|
2019
Q4 | $3.37M | Sell |
38,583
-215
| -0.6% | -$18.8K | 1.23% | 22 |
|
|
2019
Q3 | $3.41M | Sell |
38,798
-60
| -0.2% | -$5.28K | 1.37% | 19 |
|
|
2019
Q2 | $3.36M | Buy |
38,858
+145
| +0.4% | +$12.5K | 1.4% | 19 |
|
|
2019
Q1 | $3.25M | Buy |
38,713
+1,199
| +3% | +$101K | 1.49% | 18 |
|
|
2018
Q4 | $3.05M | Buy |
37,514
+5,335
| +17% | +$434K | 1.68% | 15 |
|
|
2018
Q3 | $2.59M | Buy |
32,179
+6,311
| +24% | +$508K | 1.32% | 19 |
|
|
2018
Q2 | $2.1M | Buy |
25,868
+18,176
| +236% | +$1.47M | 1.15% | 24 |
|
|
2018
Q1 | $629K | Buy |
+7,692
| New | +$629K | 0.36% | 64 |
|