Willow Creek Wealth Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 640,159 shares of VTEB stock, worth $32.1 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares

640,159

Previous 831,991 23.06%

Holding current value

$32.1 Million

Previous $40 Million 18.34%

% of portfolio

4.18%

Previous 6.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	SELL	$47.36 - $51.14 $9.09 Million - $9.81 Million	-191,832 Reduced 23.06%	640,159 $32.7 Million
Q3 2023 Nov 20, 2023	SELL	$48.03 - $50.5 $1.9 Million - $1.99 Million	-39,497 Reduced 4.53%	831,991 $40 Million
Q2 2023 Aug 28, 2023	SELL	$49.5 - $51.06 $599,593 - $618,489	-12,113 Reduced 1.37%	871,488 $43.8 Million
Q1 2023 Apr 24, 2023	BUY	$49.32 - $51.02 $93,609 - $96,835	1,898 Added 0.22%	883,601 $44.8 Million
Q4 2022 Mar 01, 2023	BUY	$47.5 - $50.06 $21.1 Million - $22.2 Million	443,509 Added 101.21%	881,703 $43.6 Million
Q3 2022 Oct 31, 2022	BUY	$48.11 - $51.14 $8.74 Million - $9.29 Million	181,705 Added 70.84%	438,194 $21.1 Million
Q2 2022 Aug 16, 2022	BUY	$49.13 - $51.51 $9.69 Million - $10.2 Million	197,311 Added 333.42%	256,489 $12.8 Million
Q1 2022 May 02, 2022	BUY	$51.44 - $54.88 $2.68 Million - $2.86 Million	52,139 Added 740.72%	59,178 $3.05 Million
Q4 2021 Mar 24, 2022	BUY	$54.5 - $55.03 $23,925 - $24,158	439 Added 6.65%	7,039 $387,000
Q3 2021 Nov 15, 2021	BUY	$54.77 - $55.59 $25,139 - $25,515	459 Added 7.47%	6,600 $361,000
Q2 2021 Nov 16, 2021	BUY	$54.58 - $55.46 $18,175 - $18,468	333 Added 5.73%	6,141 $340,000
Q1 2021 May 17, 2021	BUY	$54.36 - $55.51 $16,742 - $17,097	308 Added 5.6%	5,808 $317,000
Q4 2020 Feb 23, 2021	BUY	$54.06 - $55.19 $297,330 - $303,545	5,500 New	5,500 $304,000

Others Institutions Holding VTEB

# of Institutions

1,210

Shares Held

513M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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 Mun Bd Fds Tax Exempt Transaction History