Willow Creek Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.29M	Hold	27,440	–	–	0.11%	66
2025 Q2	$1.27M	Hold	27,440	–	–	0.11%	60
2025 Q1	$1.27M	Hold	27,440	–	–	0.12%	59
2024 Q4	$1.24M	Hold	27,440	–	–	0.13%	60
2024 Q3	$1.3M	Hold	27,440	–	–	0.14%	59
2024 Q2	$1.25M	Buy	27,440 +7,356	+37%	+$331K	0.14%	58
2024 Q1	$916K	Hold	20,084	–	–	0.11%	63
2023 Q4	$931K	Sell	20,084 -1,780	-8%	-$78.7K	0.12%	63
2023 Q3	$957K	Buy	21,864 +5,799	+36%	+$261K	0.14%	60
2023 Q2	$739K	Hold	16,065	–	–	0.1%	70
2023 Q1	$748K	Hold	16,065	–	–	0.12%	60
2022 Q4	$731K	Sell	16,065 -22,534	-58%	-$1.02M	0.12%	57
2022 Q3	$1.74M	Buy	38,599 +12,587	+48%	+$599K	0.34%	42
2022 Q2	$1.24M	Sell	26,012 -7,353	-22%	-$354K	0.23%	45
2022 Q1	$1.67M	Sell	33,365 -1,613	-5%	-$82.8K	0.34%	35
2021 Q4	$1.85M	Buy	+34,978	New	+$1.85M	0.38%	33