WCWM
Willow Creek Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
2,691
+1,240
| +85% | +$704K | 0.14% | 58 |
|
|
2025
Q1 | $746K | Buy |
1,451
+336
| +30% | +$173K | 0.07% | 75 |
|
|
2024
Q4 | $601K | Buy |
1,115
+138
| +14% | +$74.4K | 0.06% | 80 |
|
|
2024
Q3 | $516K | Hold |
977
| – | – | 0.05% | 87 |
|
|
2024
Q2 | $489K | Sell |
977
-2
| -0.2% | -$1K | 0.06% | 84 |
|
|
2024
Q1 | $471K | Buy |
979
+14
| +1% | +$6.73K | 0.06% | 87 |
|
|
2023
Q4 | $422K | Hold |
965
| – | – | 0.05% | 90 |
|
|
2023
Q3 | $379K | Hold |
965
| – | – | 0.06% | 88 |
|
|
2023
Q2 | $393K | Buy |
+965
| New | +$393K | 0.06% | 93 |
|