Willow Creek Wealth Management Inc. Vanguard Total Stock Market Et Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,256 shares of VTI stock, worth $372,416. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,256

Previous 1,306 3.83%

Holding current value

$372,416

Previous $277,000 7.22%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	SELL	$203.12 - $238.25 $10,156 - $11,912	-50 Reduced 3.83%	1,256 $297,000
Q3 2023 Nov 20, 2023	BUY	$211.41 - $228.35 $9,302 - $10,047	44 Added 3.49%	1,306 $277,000
Q2 2023 Aug 28, 2023	BUY	$200.75 - $220.28 $45,971 - $50,444	229 Added 22.17%	1,262 $277,000
Q1 2023 Apr 24, 2023	BUY	$189.85 - $210.01 $196,115 - $216,940	1,033 New	1,033 $210,000
Q2 2022 Aug 16, 2022	SELL	$183.02 - $230.52 $183,569 - $231,211	-1,003 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$191.87 - $208.85 $46,240 - $50,332	-241 Reduced 19.37%	1,003 $207,000
Q4 2020 Feb 23, 2021	SELL	$166.99 - $194.64 $8,683 - $10,121	-52 Reduced 4.01%	1,244 $242,000
Q2 2020 Aug 11, 2020	BUY	$122.96 - $164.1 $159,356 - $212,673	1,296 New	1,296 $203,000
Q1 2020 May 07, 2020	SELL	$111.91 - $172.17 $162,829 - $250,507	-1,455 Closed	0 $0
Q1 2019 Apr 25, 2019	BUY	N/A	1,455 New	1,455 $211,000

Others Institutions Holding VTI

# of Institutions

3,043

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History