Willow Creek Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,836 shares of VIG stock, worth $698,727. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,836

Previous 3,836 -0.0%

Holding current value

$698,727

Previous $596,000 9.56%

% of portfolio

0.08%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 20, 2023	SELL	$155.38 - $166.95 $3,884 - $4,173	-25 Reduced 0.65%	3,836 $596,000
Q4 2022 Mar 01, 2023	SELL	$144.84 - $158.71 $26,071 - $28,567	-180 Reduced 4.45%	3,861 $586,000
Q4 2021 Mar 24, 2022	BUY	N/A	15 Added 0.37%	4,041 $694,000
Q3 2021 Nov 15, 2021	BUY	N/A	175 Added 4.54%	4,026 $618,000
Q1 2021 May 17, 2021	BUY	N/A	48 Added 1.26%	3,851 $566,000
Q4 2020 Feb 23, 2021	SELL	N/A	-14 Reduced 0.37%	3,803 $537,000
Q3 2020 Nov 12, 2020	SELL	N/A	-18 Reduced 0.47%	3,817 $491,000
Q1 2020 May 07, 2020	BUY	N/A	803 Added 26.48%	3,835 $397,000
Q3 2019 Oct 15, 2019	SELL	N/A	-40 Reduced 1.3%	3,032 $363,000
Q2 2019 Jul 22, 2019	BUY	N/A	10 Added 0.33%	3,072 $354,000
Q1 2019 Apr 25, 2019	SELL	N/A	-72 Reduced 2.3%	3,062 $336,000
Q4 2018 Jan 31, 2019	BUY	N/A	795 Added 33.99%	3,134 $307,000
Q3 2018 Oct 16, 2018	BUY	N/A	2,339 New	2,339 $259,000

Others Institutions Holding VIG

# of Institutions

2,371

Shares Held

236M

Call Options Held

551K

Put Options Held

190K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Account

Willow Creek Wealth Management Inc. Vanguard Dividend Appreciation Transaction History