WCWM
Willow Creek Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
4,149
+1,218
| +42% | +$289K | 0.09% | 70 |
|
|
2025
Q1 | $650K | Buy |
2,931
+345
| +13% | +$76.5K | 0.06% | 80 |
|
|
2024
Q4 | $621K | Hold |
2,586
| – | – | 0.06% | 79 |
|
|
2024
Q3 | $613K | Buy |
2,586
+23
| +0.9% | +$5.46K | 0.06% | 79 |
|
|
2024
Q2 | $559K | Hold |
2,563
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $586K | Hold |
2,563
| – | – | 0.07% | 78 |
|
|
2023
Q4 | $547K | Buy |
2,563
+149
| +6% | +$31.8K | 0.07% | 78 |
|
|
2023
Q3 | $456K | Sell |
2,414
-61
| -2% | -$11.5K | 0.07% | 80 |
|
|
2023
Q2 | $492K | Buy |
2,475
+62
| +3% | +$12.3K | 0.07% | 86 |
|
|
2023
Q1 | $457K | Hold |
2,413
| – | – | 0.07% | 78 |
|
|
2022
Q4 | $443K | Hold |
2,413
| – | – | 0.07% | 77 |
|
|
2022
Q3 | $412K | Hold |
2,413
| – | – | 0.08% | 74 |
|
|
2022
Q2 | $425K | Hold |
2,413
| – | – | 0.08% | 73 |
|
|
2022
Q1 | $513K | Hold |
2,413
| – | – | 0.1% | 63 |
|
|
2021
Q4 | $545K | Hold |
2,413
| – | – | 0.11% | 61 |
|
|
2021
Q3 | $528K | Sell |
2,413
-108
| -4% | -$23.6K | 0.12% | 54 |
|
|
2021
Q2 | $568K | Sell |
2,521
-187
| -7% | -$42.1K | 0.14% | 51 |
|
|
2021
Q1 | $580K | Sell |
2,708
-239
| -8% | -$51.2K | 0.21% | 36 |
|
|
2020
Q4 | $574K | Buy |
2,947
+131
| +5% | +$25.5K | 0.22% | 36 |
|
|
2020
Q3 | $433K | Hold |
2,816
| – | – | 0.18% | 41 |
|
|
2020
Q2 | $410K | Hold |
2,816
| – | – | 0.18% | 39 |
|
|
2020
Q1 | $325K | Buy |
2,816
+593
| +27% | +$68.4K | 0.16% | 40 |
|
|
2019
Q4 | $368K | Hold |
2,223
| – | – | 0.17% | 44 |
|
|
2019
Q3 | $342K | Sell |
2,223
-9
| -0.4% | -$1.39K | 0.16% | 48 |
|
|
2019
Q2 | $350K | Buy |
+2,232
| New | +$350K | 0.17% | 48 |
|