WCWM
Willow Creek Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
479,154
+984
| +0.2% | +$76.1K | 3.33% | 9 |
|
|
2025
Q1 | $36.6M | Buy |
478,170
+5,622
| +1% | +$430K | 3.57% | 8 |
|
|
2024
Q4 | $35.3M | Buy |
472,548
+32,374
| +7% | +$2.42M | 3.6% | 8 |
|
|
2024
Q3 | $34.5M | Buy |
440,174
+8,284
| +2% | +$649K | 3.63% | 7 |
|
|
2024
Q2 | $32.3M | Buy |
431,890
+34,570
| +9% | +$2.59M | 3.68% | 8 |
|
|
2024
Q1 | $30M | Buy |
397,320
+40,830
| +11% | +$3.08M | 3.5% | 8 |
|
|
2023
Q4 | $27.2M | Buy |
356,490
+19,840
| +6% | +$1.52M | 3.41% | 8 |
|
|
2023
Q3 | $24.3M | Buy |
336,650
+58,098
| +21% | +$4.2M | 3.62% | 8 |
|
|
2023
Q2 | $21M | Buy |
278,552
+49,327
| +22% | +$3.71M | 2.97% | 9 |
|
|
2023
Q1 | $17.6M | Sell |
229,225
-730
| -0.3% | -$56K | 2.71% | 10 |
|
|
2022
Q4 | $17.1M | Buy |
229,955
+189,983
| +475% | +$14.1M | 2.84% | 9 |
|
|
2022
Q3 | $2.94M | Sell |
39,972
-12,405
| -24% | -$911K | 0.57% | 26 |
|
|
2022
Q2 | $4.07M | Buy |
52,377
+10,031
| +24% | +$779K | 0.75% | 21 |
|
|
2022
Q1 | $3.47M | Sell |
42,346
-2,017
| -5% | -$165K | 0.7% | 21 |
|
|
2021
Q4 | $3.89M | Sell |
44,363
-10,065
| -18% | -$882K | 0.8% | 20 |
|
|
2021
Q3 | $4.87M | Buy |
54,428
+850
| +2% | +$76K | 1.08% | 19 |
|
|
2021
Q2 | $4.82M | Buy |
53,578
+5,481
| +11% | +$493K | 1.15% | 16 |
|
|
2021
Q1 | $4.27M | Buy |
48,097
+5,991
| +14% | +$532K | 1.57% | 14 |
|
|
2020
Q4 | $3.91M | Sell |
42,106
-934
| -2% | -$86.7K | 1.47% | 12 |
|
|
2020
Q3 | $4.02M | Sell |
43,040
-507,897
| -92% | -$47.5M | 1.66% | 11 |
|
|
2020
Q2 | $51.3M | Buy |
550,937
+8,832
| +2% | +$823K | 23.05% | 1 |
|
|
2020
Q1 | $48.4M | Sell |
542,105
-67,473
| -11% | -$6.03M | 24.37% | 1 |
|
|
2019
Q4 | $53.2M | Buy |
609,578
+788
| +0.1% | +$68.7K | 24.27% | 1 |
|
|
2019
Q3 | $53.6M | Sell |
608,790
-18,452
| -3% | -$1.62M | 24.83% | 1 |
|
|
2019
Q2 | $54.3M | Sell |
627,242
-16,975
| -3% | -$1.47M | 25.99% | 1 |
|
|
2019
Q1 | $54.1M | Sell |
644,217
-27,226
| -4% | -$2.29M | 27.26% | 1 |
|
|
2018
Q4 | $54.6M | Sell |
671,443
-71,783
| -10% | -$5.84M | 29.02% | 1 |
|
|
2018
Q3 | $59.8M | Sell |
743,226
-1,050
| -0.1% | -$84.5K | 33.35% | 1 |
|
|
2018
Q2 | $60.3M | Sell |
744,276
-6,910
| -0.9% | -$560K | 33.9% | 1 |
|
|
2018
Q1 | $61.4M | Sell |
751,186
-2,807
| -0.4% | -$230K | 32.89% | 1 |
|
|
2017
Q4 | $63.2M | Buy |
753,993
+44,033
| +6% | +$3.69M | 41.69% | 1 |
|
|
2017
Q3 | $60.1M | Buy |
709,960
+29,818
| +4% | +$2.52M | 39.22% | 1 |
|
|
2017
Q2 | $57.5M | Buy |
680,142
+8,926
| +1% | +$755K | 38.7% | 1 |
|
|
2017
Q1 | $56.1M | Buy |
671,216
+49,817
| +8% | +$4.17M | 38.74% | 1 |
|
|
2016
Q4 | $51.6M | Buy |
621,399
+25,718
| +4% | +$2.14M | 38.08% | 1 |
|
|
2016
Q3 | $52.2M | Buy |
595,681
+21,539
| +4% | +$1.89M | 41.12% | 1 |
|
|
2016
Q2 | $50.6M | Buy |
574,142
+51,955
| +10% | +$4.58M | 41.13% | 1 |
|
|
2016
Q1 | $45M | Sell |
522,187
-6,297
| -1% | -$543K | 40.81% | 1 |
|
|
2015
Q4 | $43.9M | Sell |
528,484
-3,087
| -0.6% | -$256K | 39.54% | 1 |
|
|
2015
Q3 | $45.1M | Sell |
531,571
-10,028
| -2% | -$851K | 41.62% | 1 |
|
|
2015
Q2 | $45.4M | Buy |
541,599
+4,289
| +0.8% | +$360K | 42.28% | 1 |
|
|
2015
Q1 | $46.3M | Buy |
537,310
+6,268
| +1% | +$540K | 43.48% | 1 |
|
|
2014
Q4 | $45M | Buy |
+531,042
| New | +$45M | 43.99% | 1 |
|