Willow Creek Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Willow Creek Wealth Management Inc.

$1.06 Billion
Q2 2025

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 3,705 shares of VIG stock, worth $674,865. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,705

Previous 4,094 9.5%

Holding current value

$674,865

Previous $745,000 9.53%

% of portfolio

0.06%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	N/A	-389 Reduced 9.5%	3,705 $674,000
Q1 2025 Jul 16, 2025	BUY	N/A	41 Added 1.01%	4,094 $745,000
Q4 2024 Feb 14, 2025	BUY	N/A	217 Added 5.66%	4,053 $738,000
Q3 2024 Jul 25, 2025	SELL	$182.15 - $182.15 $6,557 - $6,557	-36 Reduced 0.88%	4,053 $738,000
Q2 2024 Jul 25, 2025	BUY	$173.33 - $185.29 $66,558 - $71,151	384 Added 10.36%	4,089 $746,000
Q1 2024 Jul 25, 2025	BUY	$168.47 - $182.98 $24,933 - $27,081	148 Added 3.99%	3,853 $703,000
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

2,578

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

View Full List

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Willow Creek Wealth Management Inc. Vanguard Dividend Appreciation Transaction History