WLIM
White Lighthouse Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
1,758
-197
| -10% | -$56.2K | 0.08% | 94 |
|
|
2025
Q1 | $507K | Hold |
1,955
| – | – | 0.09% | 88 |
|
|
2024
Q4 | $527K | Sell |
1,955
-103
| -5% | -$27.8K | 0.09% | 88 |
|
|
2024
Q3 | $542K | Buy |
2,058
+92
| +5% | +$24.2K | 0.1% | 81 |
|
|
2024
Q2 | $491K | Sell |
1,966
-367
| -16% | -$91.6K | 0.09% | 84 |
|
|
2024
Q1 | $559K | Hold |
2,333
| – | – | 0.11% | 80 |
|
|
2023
Q4 | $509K | Hold |
2,333
| – | – | 0.11% | 82 |
|
|
2023
Q3 | $457K | Hold |
2,333
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $473K | Hold |
2,333
| – | – | 0.11% | 82 |
|
|
2023
Q1 | $436K | Buy |
2,333
+34
| +1% | +$6.35K | 0.11% | 83 |
|
|
2022
Q4 | $400K | Sell |
2,299
-80
| -3% | -$13.9K | 0.11% | 86 |
|
|
2022
Q3 | $389K | Sell |
2,379
-40
| -2% | -$6.54K | 0.11% | 82 |
|
|
2022
Q2 | $417K | Sell |
2,419
-137
| -5% | -$23.6K | 0.12% | 81 |
|
|
2022
Q1 | $533K | Buy |
+2,556
| New | +$533K | 0.14% | 75 |
|