Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,028,451 shares of BSV stock, worth $81.1 Million. This represents 10.13% of its overall portfolio holdings.

Number of Shares

1,028,451

Previous 1,022,807 0.55%

Holding current value

$81.1 Million

Previous $76.9 Million 3.03%

% of portfolio

10.13%

Previous 11.59%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$74.64 - $77.03 $421,268 - $434,757	5,644 Added 0.55%	1,028,451 $79.2 Million
Q3 2023 Nov 20, 2023	BUY	$74.97 - $75.93 $2.67 Million - $2.7 Million	35,568 Added 3.6%	1,022,807 $76.9 Million
Q2 2023 Aug 28, 2023	BUY	$75.52 - $76.97 $2.75 Million - $2.8 Million	36,395 Added 3.83%	987,239 $74.6 Million
Q1 2023 Apr 24, 2023	BUY	$74.67 - $76.76 $689,353 - $708,648	9,232 Added 0.98%	950,844 $72.7 Million
Q4 2022 Mar 01, 2023	BUY	$74.07 - $75.87 $3.63 Million - $3.72 Million	49,052 Added 5.5%	941,612 $70.9 Million
Q3 2022 Oct 31, 2022	SELL	$74.52 - $77.47 $5.94 Million - $6.18 Million	-79,734 Reduced 8.2%	892,560 $66.8 Million
Q2 2022 Aug 16, 2022	BUY	$75.68 - $77.74 $7.24 Million - $7.44 Million	95,714 Added 10.92%	972,294 $74.7 Million
Q1 2022 May 02, 2022	BUY	$77.66 - $80.73 $19.3 Million - $20.1 Million	249,061 Added 39.69%	876,580 $68.3 Million
Q4 2021 Mar 24, 2022	BUY	$80.78 - $81.98 $1.76 Million - $1.78 Million	21,734 Added 3.59%	627,519 $50.7 Million
Q3 2021 Nov 15, 2021	BUY	$81.9 - $82.4 $670,515 - $674,608	8,187 Added 1.37%	605,785 $49.6 Million
Q2 2021 Nov 16, 2021	BUY	$82.08 - $82.43 $1.43 Million - $1.43 Million	17,406 Added 3.0%	597,598 $49.1 Million
Q1 2021 May 17, 2021	BUY	$82.08 - $82.89 $3.91 Million - $3.94 Million	47,578 Added 8.93%	580,192 $47.7 Million
Q4 2020 Feb 23, 2021	BUY	$82.67 - $82.96 $2.48 Million - $2.49 Million	29,973 Added 5.96%	532,614 $44.2 Million
Q3 2020 Nov 12, 2020	BUY	$82.96 - $83.3 $2.24 Million - $2.25 Million	27,059 Added 5.69%	502,641 $41.7 Million
Q2 2020 Aug 11, 2020	BUY	$81.78 - $83.12 $852,392 - $866,359	10,423 Added 2.24%	475,582 $39.5 Million
Q1 2020 May 07, 2020	SELL	$78.67 - $82.51 $4.08 Million - $4.27 Million	-51,802 Reduced 10.02%	465,159 $38.2 Million
Q4 2019 Feb 03, 2020	SELL	$80.41 - $81.14 $532,555 - $537,390	-6,623 Reduced 1.26%	516,961 $41.7 Million
Q3 2019 Oct 15, 2019	SELL	$80.39 - $80.84 $498,096 - $500,884	-6,196 Reduced 1.17%	523,584 $42.3 Million
Q2 2019 Jul 22, 2019	SELL	N/A	-29,500 Reduced 5.27%	529,780 $42.7 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-20,479 Reduced 3.53%	559,280 $44.5 Million
Q4 2018 Jan 31, 2019	SELL	N/A	-99,760 Reduced 14.68%	579,759 $45.6 Million
Q3 2018 Oct 16, 2018	SELL	N/A	-21,434 Reduced 3.06%	679,519 $53 Million
Q2 2018 Jul 17, 2018	BUY	N/A	15,349 Added 2.24%	700,953 $54.8 Million
Q1 2018 Apr 26, 2018	BUY	N/A	72,996 Added 11.92%	685,604 $53.8 Million
Q4 2017 Feb 02, 2018	BUY	N/A	11,927 Added 1.99%	612,608 $48.5 Million
Q3 2017 Nov 06, 2017	BUY	N/A	600,681	600,681 $47.9 Million

Others Institutions Holding BSV

# of Institutions

1,215

Shares Held

363M

Call Options Held

3.2K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History