Willow Creek Wealth Management Inc. Vanguard Small Cap ETF Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 2,563 shares of VB stock, worth $622,168. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,563

Previous 2,414 6.17%

Holding current value

$622,168

Previous $456,000 19.74%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$175.26 - $215.9 $26,113 - $32,169	149 Added 6.17%	2,563 $546,000
Q3 2023 Nov 20, 2023	SELL	$186.24 - $208.75 $11,360 - $12,733	-61 Reduced 2.46%	2,414 $456,000
Q2 2023 Aug 28, 2023	BUY	$181.26 - $198.89 $11,238 - $12,331	62 Added 2.57%	2,475 $492,000
Q3 2021 Nov 15, 2021	SELL	$211.9 - $229.42 $22,885 - $24,777	-108 Reduced 4.28%	2,413 $528,000
Q2 2021 Nov 16, 2021	SELL	$211.77 - $228.05 $39,600 - $42,645	-187 Reduced 6.91%	2,521 $568,000
Q1 2021 May 17, 2021	SELL	$191.53 - $223.48 $45,775 - $53,411	-239 Reduced 8.11%	2,708 $580,000
Q4 2020 Feb 23, 2021	BUY	$156.0 - $196.91 $20,436 - $25,795	131 Added 4.65%	2,947 $574,000
Q1 2020 May 07, 2020	BUY	$98.45 - $170.48 $58,380 - $101,094	593 Added 26.68%	2,816 $325,000
Q3 2019 Oct 15, 2019	SELL	$153.32 - $158.01 $1,379 - $1,422	-9 Reduced 0.4%	2,223 $342,000
Q2 2019 Jul 22, 2019	BUY	N/A	2,232 New	2,232 $350,000

Others Institutions Holding VB

# of Institutions

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Willow Creek Wealth Management Inc. Vanguard Small Cap ETF Transaction History