WCWM
Willow Creek Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
1,512
+31
| +2% | +$6.05K | 0.03% | 142 |
|
|
2025
Q1 | $276K | Hold |
1,481
| – | – | 0.03% | 133 |
|
|
2024
Q4 | $294K | Hold |
1,481
| – | – | 0.03% | 126 |
|
|
2024
Q3 | $297K | Hold |
1,481
| – | – | 0.03% | 128 |
|
|
2024
Q2 | $270K | Hold |
1,481
| – | – | 0.03% | 129 |
|
|
2024
Q1 | $284K | Hold |
1,481
| – | – | 0.03% | 126 |
|
|
2023
Q4 | $267K | Sell |
1,481
-13
| -0.9% | -$2.34K | 0.03% | 121 |
|
|
2023
Q3 | $238K | Sell |
1,494
-19
| -1% | -$3.03K | 0.04% | 119 |
|
|
2023
Q2 | $250K | Buy |
+1,513
| New | +$250K | 0.04% | 123 |
|
|
2019
Q4 | – | Sell |
-2,257
| Closed | -$291K | – | 90 |
|
|
2019
Q3 | $291K | Buy |
2,257
+10
| +0.4% | +$1.29K | 0.13% | 61 |
|
|
2019
Q2 | $293K | Buy |
2,247
+5
| +0.2% | +$652 | 0.14% | 58 |
|
|
2019
Q1 | $289K | Buy |
2,242
+4
| +0.2% | +$516 | 0.15% | 51 |
|
|
2018
Q4 | $255K | Buy |
2,238
+14
| +0.6% | +$1.6K | 0.14% | 51 |
|
|
2018
Q3 | $310K | Buy |
2,224
+2
| +0.1% | +$279 | 0.17% | 44 |
|
|
2018
Q2 | $302K | Buy |
2,222
+9
| +0.4% | +$1.22K | 0.17% | 44 |
|
|
2018
Q1 | $286K | Buy |
+2,213
| New | +$286K | 0.15% | 48 |
|