Willow Creek Wealth Management Inc. Vanguard Specialized Funds Van Transaction History

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 68,754 shares of VNQ stock, worth $6.78 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
68,754
Previous 69,098 0.5%
Holding current value
$6.78 Million
Previous $5.23 Million 16.22%
% of portfolio
0.78%
Previous 0.79%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024
SELL
$71.05 - $89.54 $24,441 - $30,801
-344 Reduced 0.5%
68,754 $6.08 Million
Q3 2023

Nov 20, 2023
BUY
$75.44 - $86.89 $672,472 - $774,537
8,914 Added 14.81%
69,098 $5.23 Million
Q2 2023

Aug 28, 2023
BUY
$78.4 - $83.98 $66,875 - $71,634
853 Added 1.44%
60,184 $5.03 Million
Q1 2023

Apr 24, 2023
BUY
$77.59 - $93.7 $937,907 - $1.13 Million
12,088 Added 25.59%
59,331 $4.93 Million
Q4 2022

Mar 01, 2023
BUY
$76.14 - $88.09 $780,891 - $903,451
10,256 Added 27.73%
47,243 $3.9 Million
Q3 2022

Oct 31, 2022
BUY
$79.28 - $102.13 $458,396 - $590,515
5,782 Added 18.53%
36,987 $2.97 Million
Q2 2022

Aug 16, 2022
SELL
$87.04 - $112.5 $90,086 - $116,437
-1,035 Reduced 3.21%
31,205 $2.84 Million
Q1 2022

May 02, 2022
BUY
$99.96 - $115.1 $87,764 - $101,057
878 Added 2.8%
32,240 $3.49 Million
Q4 2021

Mar 24, 2022
SELL
$102.53 - $116.01 $105,400 - $119,258
-1,028 Reduced 3.17%
31,362 $3.64 Million
Q3 2021

Nov 15, 2021
SELL
$101.78 - $110.92 $14,758 - $16,083
-145 Reduced 0.45%
32,390 $3.3 Million
Q2 2021

Nov 16, 2021
BUY
$93.53 - $105.5 $3,367 - $3,798
36 Added 0.11%
32,535 $3.31 Million
Q1 2021

May 17, 2021
SELL
$81.97 - $92.98 $40,411 - $45,839
-493 Reduced 1.49%
32,499 $2.99 Million
Q4 2020

Feb 23, 2021
BUY
$76.08 - $86.67 $38,116 - $43,421
501 Added 1.54%
32,992 $2.8 Million
Q3 2020

Nov 12, 2020
BUY
$76.31 - $83.64 $17,856 - $19,571
234 Added 0.73%
32,491 $2.57 Million
Q2 2020

Aug 11, 2020
SELL
$64.53 - $86.79 $35,297 - $47,474
-547 Reduced 1.67%
32,257 $2.53 Million
Q1 2020

May 07, 2020
SELL
$56.91 - $99.57 $533,075 - $932,672
-9,367 Reduced 22.21%
32,804 $2.29 Million
Q4 2019

Feb 03, 2020
SELL
$90.14 - $95.25 $193,440 - $204,406
-2,146 Reduced 4.84%
42,171 $3.91 Million
Q3 2019

Oct 15, 2019
SELL
$91.64 - $93.61 $253,476 - $258,925
-2,766 Reduced 5.87%
44,317 $4.13 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-446 Reduced 0.94%
47,083 $4.12 Million
Q1 2019

Apr 25, 2019
BUY
N/A
110 Added 0.23%
47,529 $4.13 Million
Q4 2018

Jan 31, 2019
BUY
N/A
3,370 Added 7.65%
47,419 $3.54 Million
Q3 2018

Oct 16, 2018
BUY
N/A
1,697 Added 4.01%
44,049 $3.55 Million
Q2 2018

Jul 17, 2018
SELL
N/A
-2,244 Reduced 5.03%
42,352 $3.45 Million
Q1 2018

Apr 26, 2018
BUY
N/A
20,458 Added 84.75%
44,596 $3.37 Million
Q4 2017

Feb 02, 2018
BUY
N/A
1,356 Added 5.95%
24,138 $2 Million
Q3 2017

Nov 06, 2017
BUY
N/A
22,782
22,782 $1.89 Million

About VANGUARD SPECIALIZED FUNDS VAN

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  • Ticker VNQ
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