WCWM
Willow Creek Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
1,414,161
+51,835
| +4% | +$4.08M | 10.01% | 2 |
|
|
2025
Q1 | $107M | Buy |
1,362,326
+42,250
| +3% | +$3.31M | 10.38% | 1 |
|
|
2024
Q4 | $102M | Buy |
1,320,076
+109,651
| +9% | +$8.47M | 10.4% | 2 |
|
|
2024
Q3 | $95.2M | Buy |
1,210,425
+66,777
| +6% | +$5.25M | 10.01% | 2 |
|
|
2024
Q2 | $87.7M | Buy |
1,143,648
+63,246
| +6% | +$4.85M | 9.98% | 2 |
|
|
2024
Q1 | $82.8M | Buy |
1,080,402
+51,951
| +5% | +$3.98M | 9.69% | 2 |
|
|
2023
Q4 | $79.2M | Buy |
1,028,451
+5,644
| +0.6% | +$435K | 9.93% | 3 |
|
|
2023
Q3 | $76.9M | Buy |
1,022,807
+35,568
| +4% | +$2.67M | 11.45% | 2 |
|
|
2023
Q2 | $74.6M | Buy |
987,239
+36,395
| +4% | +$2.75M | 10.57% | 3 |
|
|
2023
Q1 | $72.7M | Buy |
950,844
+9,232
| +1% | +$706K | 11.22% | 3 |
|
|
2022
Q4 | $70.9M | Buy |
941,612
+49,052
| +5% | +$3.69M | 11.77% | 2 |
|
|
2022
Q3 | $66.8M | Sell |
892,560
-79,734
| -8% | -$5.97M | 12.96% | 2 |
|
|
2022
Q2 | $74.7M | Buy |
972,294
+95,714
| +11% | +$7.35M | 13.85% | 2 |
|
|
2022
Q1 | $68.3M | Buy |
876,580
+249,061
| +40% | +$19.4M | 13.72% | 3 |
|
|
2021
Q4 | $50.7M | Buy |
627,519
+21,734
| +4% | +$1.76M | 10.49% | 3 |
|
|
2021
Q3 | $49.6M | Buy |
605,785
+8,187
| +1% | +$671K | 11% | 3 |
|
|
2021
Q2 | $49.1M | Buy |
597,598
+17,406
| +3% | +$1.43M | 11.72% | 3 |
|
|
2021
Q1 | $47.7M | Buy |
580,192
+47,578
| +9% | +$3.91M | 17.52% | 2 |
|
|
2020
Q4 | $44.2M | Buy |
532,614
+29,973
| +6% | +$2.48M | 16.63% | 2 |
|
|
2020
Q3 | $41.7M | Buy |
502,641
+27,059
| +6% | +$2.25M | 17.22% | 2 |
|
|
2020
Q2 | $39.5M | Buy |
475,582
+10,423
| +2% | +$866K | 17.75% | 2 |
|
|
2020
Q1 | $38.2M | Sell |
465,159
-51,802
| -10% | -$4.26M | 19.24% | 2 |
|
|
2019
Q4 | $41.7M | Sell |
516,961
-6,623
| -1% | -$534K | 19.02% | 2 |
|
|
2019
Q3 | $42.3M | Sell |
523,584
-6,196
| -1% | -$501K | 19.61% | 2 |
|
|
2019
Q2 | $42.7M | Sell |
529,780
-29,500
| -5% | -$2.38M | 20.44% | 2 |
|
|
2019
Q1 | $44.5M | Sell |
559,280
-20,479
| -4% | -$1.63M | 22.44% | 2 |
|
|
2018
Q4 | $45.6M | Sell |
579,759
-99,760
| -15% | -$7.84M | 24.22% | 2 |
|
|
2018
Q3 | $53M | Sell |
679,519
-21,434
| -3% | -$1.67M | 29.57% | 2 |
|
|
2018
Q2 | $54.8M | Buy |
700,953
+15,349
| +2% | +$1.2M | 30.84% | 2 |
|
|
2018
Q1 | $53.8M | Buy |
685,604
+72,996
| +12% | +$5.73M | 28.8% | 2 |
|
|
2017
Q4 | $48.5M | Buy |
612,608
+11,927
| +2% | +$943K | 31.96% | 2 |
|
|
2017
Q3 | $47.9M | Buy |
600,681
+19,475
| +3% | +$1.55M | 31.29% | 2 |
|
|
2017
Q2 | $46.4M | Buy |
581,206
+17,530
| +3% | +$1.4M | 31.24% | 2 |
|
|
2017
Q1 | $44.9M | Buy |
563,676
+33,167
| +6% | +$2.64M | 31.02% | 2 |
|
|
2016
Q4 | $42.1M | Buy |
530,509
+48,688
| +10% | +$3.87M | 31.09% | 2 |
|
|
2016
Q3 | $38.9M | Buy |
481,821
+18,694
| +4% | +$1.51M | 30.67% | 2 |
|
|
2016
Q2 | $37.5M | Buy |
463,127
+51,294
| +12% | +$4.16M | 30.53% | 2 |
|
|
2016
Q1 | $33.2M | Sell |
411,833
-25,273
| -6% | -$2.04M | 30.08% | 2 |
|
|
2015
Q4 | $34.8M | Buy |
437,106
+25,030
| +6% | +$1.99M | 31.33% | 2 |
|
|
2015
Q3 | $33.1M | Buy |
412,076
+13,322
| +3% | +$1.07M | 30.57% | 2 |
|
|
2015
Q2 | $32M | Buy |
398,754
+10,445
| +3% | +$838K | 29.76% | 2 |
|
|
2015
Q1 | $31.3M | Buy |
388,309
+23,329
| +6% | +$1.88M | 29.35% | 2 |
|
|
2014
Q4 | $29.2M | Buy |
+364,980
| New | +$29.2M | 28.54% | 2 |
|