WLIM
White Lighthouse Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
20,166
-4,915
| -20% | -$342K | 0.23% | 60 |
|
|
2025
Q1 | $1.77M | Sell |
25,081
-1,245
| -5% | -$87.7K | 0.32% | 46 |
|
|
2024
Q4 | $1.8M | Sell |
26,326
-265
| -1% | -$18.1K | 0.32% | 47 |
|
|
2024
Q3 | $2M | Buy |
26,591
+4,240
| +19% | +$319K | 0.36% | 43 |
|
|
2024
Q2 | $1.57M | Buy |
22,351
+10
| +0% | +$703 | 0.3% | 50 |
|
|
2024
Q1 | $1.62M | Sell |
22,341
-2,244
| -9% | -$162K | 0.33% | 48 |
|
|
2023
Q4 | $1.83M | Sell |
24,585
-5,691
| -19% | -$424K | 0.4% | 41 |
|
|
2023
Q3 | $2.03M | Buy |
30,276
+10,481
| +53% | +$703K | 0.49% | 37 |
|
|
2023
Q2 | $1.48M | Sell |
19,795
-70
| -0.4% | -$5.24K | 0.35% | 47 |
|
|
2023
Q1 | $1.52M | Buy |
19,865
+1,900
| +11% | +$146K | 0.38% | 45 |
|
|
2022
Q4 | $1.3M | Buy |
17,965
+1,794
| +11% | +$130K | 0.35% | 48 |
|
|
2022
Q3 | $1.16M | Sell |
16,171
-1,863
| -10% | -$134K | 0.34% | 50 |
|
|
2022
Q2 | $1.44M | Buy |
18,034
+1,322
| +8% | +$105K | 0.41% | 45 |
|
|
2022
Q1 | $1.53M | Sell |
16,712
-148
| -0.9% | -$13.6K | 0.39% | 46 |
|
|
2021
Q4 | $1.74M | Buy |
16,860
+3
| +0% | +$309 | 0.43% | 46 |
|
|
2021
Q3 | $1.73M | Buy |
16,857
+1
| +0% | +$102 | 0.46% | 44 |
|
|
2021
Q2 | $1.74M | Sell |
16,856
-97
| -0.6% | -$10K | 0.48% | 43 |
|
|
2021
Q1 | $1.66M | Sell |
16,953
-2,669
| -14% | -$262K | 0.51% | 42 |
|
|
2020
Q4 | $2.15M | Sell |
19,622
-2,891
| -13% | -$317K | 0.69% | 34 |
|
|
2020
Q3 | $2.52M | Buy |
22,513
+3,575
| +19% | +$400K | 0.87% | 28 |
|
|
2020
Q2 | $2.11M | Sell |
18,938
-1,651
| -8% | -$184K | 0.78% | 33 |
|
|
2020
Q1 | $2.2M | Buy |
20,589
+111
| +0.5% | +$11.8K | 0.92% | 32 |
|
|
2019
Q4 | $2.06M | Sell |
20,478
-532
| -3% | -$53.4K | 0.75% | 35 |
|
|
2019
Q3 | $2.16M | Sell |
21,010
-148
| -0.7% | -$15.2K | 0.87% | 32 |
|
|
2019
Q2 | $2.05M | Sell |
21,158
-129
| -0.6% | -$12.5K | 0.86% | 33 |
|
|
2019
Q1 | $1.96M | Buy |
21,287
+321
| +2% | +$29.6K | 0.9% | 29 |
|
|
2018
Q4 | $1.84M | Sell |
20,966
-918
| -4% | -$80.3K | 1.01% | 23 |
|
|
2018
Q3 | $1.91M | Buy |
21,884
+944
| +5% | +$82.5K | 0.98% | 26 |
|
|
2018
Q2 | $1.86M | Buy |
20,940
+5,532
| +36% | +$490K | 1.02% | 26 |
|
|
2018
Q1 | $1.4M | Buy |
15,408
+1,623
| +12% | +$148K | 0.8% | 28 |
|
|
2017
Q4 | $1.31M | Buy |
+13,785
| New | +$1.31M | 0.75% | 33 |
|