Human Investing’s Willamette Valley Vineyards WVVI Stock Holding History

Human Investing’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-800	Closed	-$2.68K	–	318
2024 Q4	$2.68K	Buy	+800	New	+$2.71K	﹤0.01%	250
2020 Q1	–	Sell	-800	Closed	–	–	393
2019 Q4	$0	Hold	800	–	–	﹤0.01%	395
2019 Q3	$0	Hold	800	–	–	﹤0.01%	380
2019 Q2	$0	Hold	800	–	–	﹤0.01%	370
2019 Q1	$6K	Hold	800	–	–	﹤0.01%	279
2018 Q4	$6K	Buy	+800	New	+$5.91K	﹤0.01%	302

Other funds holding WVVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Human Investing's WVVI Position: Q1 2025 in Review

Human Investing sold out of Willamette Valley Vineyards (WVVI) in Q1 2025, closing a stake of 800 shares — an estimated $2.68K sold.

Human Investing first reported a position in WVVI in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 37 funds tracked by Wall St. Rank hold WVVI as of Q1 2025.

Human Investing reported no remaining Willamette Valley Vineyards position as of Q1 2025 after selling out during the quarter.
Human Investing sold 800 Willamette Valley Vineyards shares in Q1 2025, an estimated $2.68K.
Human Investing first reported a position in Willamette Valley Vineyards in Q4 2018 and held it in 6 quarters.
Human Investing's Willamette Valley Vineyards position peaked at $6K in Q1 2019.
37 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2025.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.