WLIM
White Lighthouse Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
115,740
+2,969
| +3% | +$149K | 0.95% | 23 |
|
|
2025
Q1 | $5.63M | Sell |
112,771
-1,732
| -2% | -$86.4K | 1% | 22 |
|
|
2024
Q4 | $5.54M | Buy |
114,503
+10,567
| +10% | +$512K | 0.97% | 23 |
|
|
2024
Q3 | $5.13M | Buy |
103,936
+3,721
| +4% | +$183K | 0.92% | 24 |
|
|
2024
Q2 | $4.86M | Buy |
100,215
+5,292
| +6% | +$257K | 0.94% | 24 |
|
|
2024
Q1 | $4.55M | Buy |
94,923
+27,978
| +42% | +$1.34M | 0.92% | 24 |
|
|
2023
Q4 | $3.18M | Buy |
66,945
+2,186
| +3% | +$104K | 0.7% | 31 |
|
|
2023
Q3 | $3.06M | Buy |
64,759
+3,125
| +5% | +$148K | 0.74% | 28 |
|
|
2023
Q2 | $2.92M | Buy |
61,634
+608
| +1% | +$28.8K | 0.7% | 30 |
|
|
2023
Q1 | $2.92M | Sell |
61,026
-1,230
| -2% | -$58.8K | 0.74% | 28 |
|
|
2022
Q4 | $2.91M | Sell |
62,256
-4,934
| -7% | -$230K | 0.79% | 29 |
|
|
2022
Q3 | $3.23M | Sell |
67,190
-537
| -0.8% | -$25.8K | 0.94% | 26 |
|
|
2022
Q2 | $3.39M | Sell |
67,727
-1,288
| -2% | -$64.5K | 0.97% | 25 |
|
|
2022
Q1 | $3.53M | Sell |
69,015
-4,886
| -7% | -$250K | 0.9% | 25 |
|
|
2021
Q4 | $3.8M | Sell |
73,901
-516
| -0.7% | -$26.5K | 0.95% | 26 |
|
|
2021
Q3 | $3.91M | Sell |
74,417
-783
| -1% | -$41.2K | 1.05% | 26 |
|
|
2021
Q2 | $3.94M | Buy |
75,200
+3,227
| +4% | +$169K | 1.08% | 26 |
|
|
2021
Q1 | $3.71M | Buy |
71,973
+5,281
| +8% | +$272K | 1.14% | 25 |
|
|
2020
Q4 | $3.41M | Buy |
66,692
+992
| +2% | +$50.7K | 1.09% | 23 |
|
|
2020
Q3 | $3.35M | Sell |
65,700
-2,919
| -4% | -$149K | 1.16% | 23 |
|
|
2020
Q2 | $3.44M | Sell |
68,619
-21,038
| -23% | -$1.06M | 1.26% | 21 |
|
|
2020
Q1 | $4.37M | Sell |
89,657
-1,983
| -2% | -$96.6K | 1.83% | 16 |
|
|
2019
Q4 | $4.52M | Buy |
91,640
+7,419
| +9% | +$366K | 1.66% | 16 |
|
|
2019
Q3 | $4.13M | Buy |
84,221
+6,451
| +8% | +$316K | 1.66% | 17 |
|
|
2019
Q2 | $3.84M | Buy |
77,770
+15,984
| +26% | +$788K | 1.6% | 17 |
|
|
2019
Q1 | $3.01M | Buy |
61,786
+21,779
| +54% | +$1.06M | 1.38% | 19 |
|
|
2018
Q4 | $1.92M | Buy |
40,007
+23,855
| +148% | +$1.14M | 1.05% | 22 |
|
|
2018
Q3 | $781K | Buy |
+16,152
| New | +$781K | 0.4% | 59 |
|