Willow Creek Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$340K	Buy	1,628 +116	+8%	+$23.7K	0.03%	132
2025 Q2	$295K	Buy	1,512 +31	+2%	+$5.74K	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%	-$2.12K	0.03%	121
2023 Q3	$238K	Sell	1,494 -19	-1%	-$3.18K	0.04%	119
2023 Q2	$250K	Buy	+1,513	New	+$238K	0.04%	123
2019 Q4	–	Sell	-2,257	Closed	-$291K	–	90
2019 Q3	$291K	Buy	2,257 +10	+0.4%	+$1.28K	0.13%	61
2019 Q2	$293K	Buy	2,247 +5	+0.2%	+$650	0.14%	58
2019 Q1	$289K	Buy	2,242 +4	+0.2%	+$509	0.15%	51
2018 Q4	$255K	Buy	2,238 +14	+0.6%	+$1.77K	0.14%	51
2018 Q3	$310K	Buy	2,224 +2	+0.1%	+$280	0.17%	44
2018 Q2	$302K	Buy	2,222 +9	+0.4%	+$1.21K	0.17%	44
2018 Q1	$286K	Buy	+2,213	New	+$293K	0.15%	48