WCWM
Willow Creek Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
26,485
-4,106
| -13% | -$302K | 0.18% | 52 |
|
|
2025
Q1 | $2.25M | Buy |
30,591
+4,335
| +17% | +$318K | 0.22% | 43 |
|
|
2024
Q4 | $1.89M | Buy |
26,256
+356
| +1% | +$25.6K | 0.19% | 50 |
|
|
2024
Q3 | $1.95M | Sell |
25,900
-173
| -0.7% | -$13K | 0.2% | 49 |
|
|
2024
Q2 | $1.88M | Buy |
26,073
+6,215
| +31% | +$448K | 0.21% | 50 |
|
|
2024
Q1 | $1.44M | Sell |
19,858
-3,085
| -13% | -$224K | 0.17% | 55 |
|
|
2023
Q4 | $1.69M | Sell |
22,943
-3,953
| -15% | -$291K | 0.21% | 50 |
|
|
2023
Q3 | $1.88M | Buy |
26,896
+275
| +1% | +$19.2K | 0.28% | 41 |
|
|
2023
Q2 | $1.94M | Sell |
26,621
-91
| -0.3% | -$6.62K | 0.27% | 42 |
|
|
2023
Q1 | $1.97M | Sell |
26,712
-1,489
| -5% | -$110K | 0.3% | 36 |
|
|
2022
Q4 | $2.03M | Sell |
28,201
-55,063
| -66% | -$3.96M | 0.34% | 36 |
|
|
2022
Q3 | $5.94M | Buy |
83,264
+9,297
| +13% | +$663K | 1.15% | 15 |
|
|
2022
Q2 | $5.57M | Buy |
73,967
+8,013
| +12% | +$603K | 1.03% | 16 |
|
|
2022
Q1 | $5.25M | Sell |
65,954
-5,397
| -8% | -$429K | 1.05% | 16 |
|
|
2021
Q4 | $6.05M | Buy |
+71,351
| New | +$6.05M | 1.25% | 17 |
|
|
2018
Q3 | – | Sell |
-10,398
| Closed | -$823K | – | 73 |
|
|
2018
Q2 | $823K | Sell |
10,398
-5,720
| -35% | -$453K | 0.46% | 19 |
|
|
2018
Q1 | $1.29M | Sell |
16,118
-33,266
| -67% | -$2.66M | 0.69% | 15 |
|
|
2017
Q4 | $4.03M | Buy |
49,384
+2
| +0% | +$163 | 2.66% | 6 |
|
|
2017
Q3 | $4.05M | Buy |
49,382
+453
| +0.9% | +$37.1K | 2.64% | 5 |
|
|
2017
Q2 | $4M | Buy |
48,929
+1,109
| +2% | +$90.8K | 2.69% | 5 |
|
|
2017
Q1 | $3.88M | Sell |
47,820
-4,939
| -9% | -$400K | 2.68% | 5 |
|
|
2016
Q4 | $4.26M | Buy |
+52,759
| New | +$4.26M | 3.14% | 5 |
|
|
2016
Q1 | – | Sell |
-10,630
| Closed | -$858K | – | 18 |
|
|
2015
Q4 | $858K | Buy |
+10,630
| New | +$858K | 0.77% | 10 |
|