Willow Creek Wealth Management Inc. Vanguard Mid Cap ETF Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 2,728 shares of VO stock, worth $798,103. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,728
Previous 1,891
44.26%
Holding current value
$798,103
Previous $489,000
56.03%
% of portfolio
0.07%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,443Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio