WLIM
White Lighthouse Investment Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
207,699
-483
| -0.2% | -$40.1K | 2.8% | 9 |
|
|
2025
Q1 | $17M | Sell |
208,182
-1,723
| -0.8% | -$141K | 3.04% | 9 |
|
|
2024
Q4 | $16.8M | Buy |
209,905
+8,904
| +4% | +$715K | 2.96% | 9 |
|
|
2024
Q3 | $16.8M | Buy |
201,001
+13,286
| +7% | +$1.11M | 3.02% | 9 |
|
|
2024
Q2 | $15M | Buy |
187,715
+17,660
| +10% | +$1.41M | 2.89% | 9 |
|
|
2024
Q1 | $13.7M | Buy |
170,055
+18,086
| +12% | +$1.46M | 2.78% | 9 |
|
|
2023
Q4 | $12.4M | Buy |
151,969
+16,619
| +12% | +$1.35M | 2.7% | 9 |
|
|
2023
Q3 | $10.3M | Buy |
135,350
+10,592
| +8% | +$805K | 2.5% | 10 |
|
|
2023
Q2 | $9.86M | Buy |
124,758
+674
| +0.5% | +$53.3K | 2.35% | 10 |
|
|
2023
Q1 | $9.95M | Buy |
124,084
+1,748
| +1% | +$140K | 2.51% | 9 |
|
|
2022
Q4 | $9.48M | Buy |
122,336
+6,217
| +5% | +$482K | 2.58% | 9 |
|
|
2022
Q3 | $8.79M | Buy |
116,119
+4,887
| +4% | +$370K | 2.56% | 9 |
|
|
2022
Q2 | $8.9M | Sell |
111,232
-19,967
| -15% | -$1.6M | 2.55% | 9 |
|
|
2022
Q1 | $11.3M | Buy |
131,199
+1,000
| +0.8% | +$86K | 2.87% | 7 |
|
|
2021
Q4 | $12.1M | Buy |
130,199
+5,860
| +5% | +$544K | 3.01% | 7 |
|
|
2021
Q3 | $11.7M | Buy |
124,339
+3,104
| +3% | +$293K | 3.15% | 7 |
|
|
2021
Q2 | $11.5M | Buy |
121,235
+4,797
| +4% | +$456K | 3.16% | 7 |
|
|
2021
Q1 | $10.8M | Buy |
116,438
+19,471
| +20% | +$1.81M | 3.31% | 6 |
|
|
2020
Q4 | $9.42M | Buy |
96,967
+3,293
| +4% | +$320K | 3.01% | 6 |
|
|
2020
Q3 | $8.97M | Buy |
93,674
+3,245
| +4% | +$311K | 3.11% | 6 |
|
|
2020
Q2 | $8.6M | Sell |
90,429
-8,833
| -9% | -$840K | 3.16% | 6 |
|
|
2020
Q1 | $8.65M | Sell |
99,262
-2,463
| -2% | -$215K | 3.62% | 5 |
|
|
2019
Q4 | $9.29M | Buy |
101,725
+9,042
| +10% | +$826K | 3.41% | 5 |
|
|
2019
Q3 | $8.46M | Buy |
92,683
+144
| +0.2% | +$13.1K | 3.4% | 6 |
|
|
2019
Q2 | $8.32M | Buy |
92,539
+4,700
| +5% | +$422K | 3.47% | 6 |
|
|
2019
Q1 | $7.63M | Buy |
87,839
+6,762
| +8% | +$587K | 3.5% | 6 |
|
|
2018
Q4 | $6.72M | Sell |
81,077
-2,156
| -3% | -$179K | 3.69% | 6 |
|
|
2018
Q3 | $6.95M | Buy |
83,233
+14,807
| +22% | +$1.24M | 3.55% | 6 |
|
|
2018
Q2 | $5.72M | Sell |
68,426
-93
| -0.1% | -$7.77K | 3.14% | 7 |
|
|
2018
Q1 | $5.81M | Buy |
68,519
+2,270
| +3% | +$193K | 3.33% | 7 |
|
|
2017
Q4 | $5.79M | Buy |
+66,249
| New | +$5.79M | 3.33% | 7 |
|