WLIM
White Lighthouse Investment Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
78,502
+9
| +0% | +$683 | 0.97% | 21 |
|
|
2025
Q1 | $5.96M | Sell |
78,493
-5,800
| -7% | -$440K | 1.06% | 21 |
|
|
2024
Q4 | $6.3M | Buy |
84,293
+1,172
| +1% | +$87.6K | 1.11% | 21 |
|
|
2024
Q3 | $6.75M | Sell |
83,121
-1,889
| -2% | -$153K | 1.21% | 20 |
|
|
2024
Q2 | $6.45M | Buy |
85,010
+4,169
| +5% | +$316K | 1.24% | 20 |
|
|
2024
Q1 | $6.32M | Buy |
80,841
+2,282
| +3% | +$179K | 1.28% | 20 |
|
|
2023
Q4 | $6.3M | Buy |
78,559
+5,439
| +7% | +$436K | 1.38% | 19 |
|
|
2023
Q3 | $5.24M | Sell |
73,120
-7,436
| -9% | -$533K | 1.27% | 19 |
|
|
2023
Q2 | $6.32M | Sell |
80,556
-460
| -0.6% | -$36.1K | 1.51% | 18 |
|
|
2023
Q1 | $6.46M | Sell |
81,016
-541
| -0.7% | -$43.1K | 1.63% | 17 |
|
|
2022
Q4 | $6.17M | Sell |
81,557
-2,846
| -3% | -$215K | 1.68% | 17 |
|
|
2022
Q3 | $6.18M | Buy |
84,403
+2,158
| +3% | +$158K | 1.8% | 16 |
|
|
2022
Q2 | $6.67M | Sell |
82,245
-3,674
| -4% | -$298K | 1.91% | 14 |
|
|
2022
Q1 | $8.05M | Buy |
85,919
+40
| +0% | +$3.75K | 2.05% | 14 |
|
|
2021
Q4 | $9.09M | Buy |
85,879
+1,283
| +2% | +$136K | 2.26% | 10 |
|
|
2021
Q3 | $8.93M | Buy |
84,596
+780
| +0.9% | +$82.4K | 2.4% | 10 |
|
|
2021
Q2 | $8.96M | Buy |
83,816
+566
| +0.7% | +$60.5K | 2.46% | 11 |
|
|
2021
Q1 | $8.43M | Buy |
83,250
+4,458
| +6% | +$451K | 2.58% | 10 |
|
|
2020
Q4 | $8.75M | Sell |
78,792
-947
| -1% | -$105K | 2.79% | 9 |
|
|
2020
Q3 | $8.52M | Buy |
79,739
+957
| +1% | +$102K | 2.95% | 7 |
|
|
2020
Q2 | $8.37M | Sell |
78,782
-5,786
| -7% | -$615K | 3.08% | 7 |
|
|
2020
Q1 | $8.21M | Sell |
84,568
-313
| -0.4% | -$30.4K | 3.44% | 7 |
|
|
2019
Q4 | $8.6M | Buy |
84,881
+2,041
| +2% | +$207K | 3.16% | 7 |
|
|
2019
Q3 | $8.38M | Buy |
82,840
+755
| +0.9% | +$76.4K | 3.37% | 7 |
|
|
2019
Q2 | $7.95M | Buy |
82,085
+6,081
| +8% | +$589K | 3.32% | 7 |
|
|
2019
Q1 | $6.96M | Buy |
76,004
+9,847
| +15% | +$901K | 3.19% | 7 |
|
|
2018
Q4 | $5.64M | Buy |
66,157
+1,835
| +3% | +$156K | 3.1% | 7 |
|
|
2018
Q3 | $5.66M | Buy |
64,322
+16,738
| +35% | +$1.47M | 2.89% | 9 |
|
|
2018
Q2 | $4.17M | Buy |
47,584
+6,569
| +16% | +$575K | 2.29% | 12 |
|
|
2018
Q1 | $3.75M | Sell |
41,015
-5,017
| -11% | -$458K | 2.15% | 13 |
|
|
2017
Q4 | $4.41M | Buy |
+46,032
| New | +$4.41M | 2.53% | 12 |
|