Willow Creek Wealth Management Inc. Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,554 shares of VO stock, worth $427,412. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,554

Previous 1,554 -0.0%

Holding current value

$427,412

Previous $323,000 11.76%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 24, 2023	SELL	$200.2 - $225.98 $1,801 - $2,033	-9 Reduced 0.58%	1,554 $327,000
Q2 2021 Nov 16, 2021	BUY	$223.23 - $238.25 $3,348 - $3,573	15 Added 0.97%	1,563 $371,000
Q1 2021 May 17, 2021	BUY	$203.74 - $225.89 $40,748 - $45,178	200 Added 14.84%	1,548 $343,000
Q2 2020 Aug 11, 2020	BUY	$124.34 - $175.42 $167,610 - $236,466	1,348 New	1,348 $221,000
Q1 2020 May 07, 2020	SELL	$112.37 - $186.27 $151,474 - $251,091	-1,348 Closed	0 $0
Q4 2019 Feb 03, 2020	SELL	$162.13 - $178.73 $136,351 - $150,311	-841 Reduced 38.42%	1,348 $240,000
Q3 2019 Oct 15, 2019	BUY	$166.82 - $169.81 $1,000 - $1,018	6 Added 0.27%	2,189 $367,000
Q2 2019 Jul 22, 2019	BUY	N/A	2,183 New	2,183 $365,000

Others Institutions Holding VO

# of Institutions

2,254

Shares Held

186M

Call Options Held

52.1K

Put Options Held

9.6K

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About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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