WLIM
White Lighthouse Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.93M | Buy |
113,433
+4,089
| +4% | +$322K | 1.45% | 16 |
|
|
2025
Q1 | $8.56M | Sell |
109,344
-10,282
| -9% | -$805K | 1.53% | 15 |
|
|
2024
Q4 | $9.24M | Buy |
119,626
+4,809
| +4% | +$372K | 1.62% | 14 |
|
|
2024
Q3 | $9.03M | Sell |
114,817
-1,388
| -1% | -$109K | 1.62% | 15 |
|
|
2024
Q2 | $8.91M | Sell |
116,205
-2,793
| -2% | -$214K | 1.72% | 14 |
|
|
2024
Q1 | $9.12M | Sell |
118,998
-3,907
| -3% | -$300K | 1.85% | 14 |
|
|
2023
Q4 | $9.47M | Sell |
122,905
-9,269
| -7% | -$714K | 2.07% | 13 |
|
|
2023
Q3 | $9.94M | Buy |
132,174
+25,341
| +24% | +$1.9M | 2.41% | 11 |
|
|
2023
Q2 | $8.07M | Sell |
106,833
-12,719
| -11% | -$961K | 1.93% | 15 |
|
|
2023
Q1 | $9.14M | Buy |
119,552
+4,490
| +4% | +$343K | 2.3% | 11 |
|
|
2022
Q4 | $8.66M | Sell |
115,062
-11,562
| -9% | -$870K | 2.35% | 11 |
|
|
2022
Q3 | $9.47M | Sell |
126,624
-15,205
| -11% | -$1.14M | 2.76% | 7 |
|
|
2022
Q2 | $10.9M | Buy |
141,829
+32,058
| +29% | +$2.46M | 3.12% | 7 |
|
|
2022
Q1 | $8.55M | Sell |
109,771
-35,505
| -24% | -$2.77M | 2.17% | 12 |
|
|
2021
Q4 | $11.7M | Buy |
145,276
+18,706
| +15% | +$1.51M | 2.93% | 8 |
|
|
2021
Q3 | $10.4M | Buy |
126,570
+12,670
| +11% | +$1.04M | 2.78% | 8 |
|
|
2021
Q2 | $9.36M | Buy |
113,900
+32,844
| +41% | +$2.7M | 2.56% | 9 |
|
|
2021
Q1 | $6.66M | Buy |
81,056
+3,263
| +4% | +$268K | 2.04% | 12 |
|
|
2020
Q4 | $6.45M | Sell |
77,793
-15,080
| -16% | -$1.25M | 2.06% | 13 |
|
|
2020
Q3 | $7.71M | Sell |
92,873
-7,001
| -7% | -$581K | 2.67% | 10 |
|
|
2020
Q2 | $8.3M | Sell |
99,874
-1,455
| -1% | -$121K | 3.05% | 8 |
|
|
2020
Q1 | $8.33M | Buy |
101,329
+14,421
| +17% | +$1.19M | 3.49% | 6 |
|
|
2019
Q4 | $7.01M | Buy |
86,908
+2,798
| +3% | +$226K | 2.57% | 8 |
|
|
2019
Q3 | $6.8M | Buy |
84,110
+393
| +0.5% | +$31.7K | 2.73% | 8 |
|
|
2019
Q2 | $6.74M | Buy |
83,717
+5,658
| +7% | +$456K | 2.81% | 8 |
|
|
2019
Q1 | $6.21M | Buy |
78,059
+7,882
| +11% | +$627K | 2.85% | 8 |
|
|
2018
Q4 | $5.51M | Buy |
70,177
+18,155
| +35% | +$1.43M | 3.03% | 8 |
|
|
2018
Q3 | $4.06M | Buy |
52,022
+7,724
| +17% | +$603K | 2.07% | 13 |
|
|
2018
Q2 | $3.47M | Buy |
44,298
+9,073
| +26% | +$710K | 1.9% | 14 |
|
|
2018
Q1 | $2.76M | Buy |
35,225
+16,638
| +90% | +$1.31M | 1.58% | 16 |
|
|
2017
Q4 | $1.47M | Buy |
+18,587
| New | +$1.47M | 0.84% | 28 |
|