Willow Creek Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
2,728
+837
| +44% | +$234K | 0.07% | 78 |
|
|
2025
Q1 | $489K | Buy |
1,891
+245
| +15% | +$63.4K | 0.05% | 91 |
|
|
2024
Q4 | $435K | Hold |
1,646
| – | – | 0.04% | 93 |
|
|
2024
Q3 | $434K | Hold |
1,646
| – | – | 0.05% | 95 |
|
|
2024
Q2 | $398K | Hold |
1,646
| – | – | 0.05% | 100 |
|
|
2024
Q1 | $411K | Buy |
1,646
+92
| +6% | +$23K | 0.05% | 96 |
|
|
2023
Q4 | $362K | Hold |
1,554
| – | – | 0.05% | 100 |
|
|
2023
Q3 | $324K | Hold |
1,554
| – | – | 0.05% | 99 |
|
|
2023
Q2 | $342K | Hold |
1,554
| – | – | 0.05% | 105 |
|
|
2023
Q1 | $328K | Sell |
1,554
-9
| -0.6% | -$1.9K | 0.05% | 98 |
|
|
2022
Q4 | $319K | Hold |
1,563
| – | – | 0.05% | 97 |
|
|
2022
Q3 | $294K | Hold |
1,563
| – | – | 0.06% | 90 |
|
|
2022
Q2 | $308K | Hold |
1,563
| – | – | 0.06% | 91 |
|
|
2022
Q1 | $372K | Hold |
1,563
| – | – | 0.07% | 77 |
|
|
2021
Q4 | $398K | Hold |
1,563
| – | – | 0.08% | 73 |
|
|
2021
Q3 | $370K | Hold |
1,563
| – | – | 0.08% | 73 |
|
|
2021
Q2 | $371K | Buy |
1,563
+15
| +1% | +$3.56K | 0.09% | 71 |
|
|
2021
Q1 | $343K | Buy |
1,548
+200
| +15% | +$44.3K | 0.13% | 59 |
|
|
2020
Q4 | $279K | Hold |
1,348
| – | – | 0.11% | 72 |
|
|
2020
Q3 | $238K | Hold |
1,348
| – | – | 0.1% | 73 |
|
|
2020
Q2 | $221K | Buy |
+1,348
| New | +$221K | 0.1% | 70 |
|
|
2020
Q1 | – | Sell |
-1,348
| Closed | -$240K | – | 80 |
|
|
2019
Q4 | $240K | Sell |
1,348
-841
| -38% | -$150K | 0.11% | 70 |
|
|
2019
Q3 | $367K | Buy |
2,189
+6
| +0.3% | +$1.01K | 0.17% | 44 |
|
|
2019
Q2 | $365K | Buy |
+2,183
| New | +$365K | 0.17% | 44 |
|