WCWM
Willow Creek Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1M | Sell |
675,264
-99,877
| -13% | -$4.9M | 2.98% | 10 |
|
|
2025
Q1 | $38.5M | Buy |
775,141
+21,154
| +3% | +$1.05M | 3.75% | 6 |
|
|
2024
Q4 | $37.8M | Buy |
753,987
+92,160
| +14% | +$4.62M | 3.85% | 6 |
|
|
2024
Q3 | $33.8M | Buy |
661,827
+616
| +0.1% | +$31.5K | 3.56% | 8 |
|
|
2024
Q2 | $33.1M | Buy |
661,211
+14,201
| +2% | +$712K | 3.77% | 7 |
|
|
2024
Q1 | $32.7M | Buy |
647,010
+6,851
| +1% | +$347K | 3.83% | 7 |
|
|
2023
Q4 | $32.7M | Sell |
640,159
-191,832
| -23% | -$9.79M | 4.1% | 6 |
|
|
2023
Q3 | $40M | Sell |
831,991
-39,497
| -5% | -$1.9M | 5.96% | 4 |
|
|
2023
Q2 | $43.8M | Sell |
871,488
-12,113
| -1% | -$608K | 6.2% | 4 |
|
|
2023
Q1 | $44.8M | Buy |
883,601
+1,898
| +0.2% | +$96.2K | 6.9% | 4 |
|
|
2022
Q4 | $43.6M | Buy |
881,703
+443,509
| +101% | +$21.9M | 7.24% | 4 |
|
|
2022
Q3 | $21.1M | Buy |
438,194
+181,705
| +71% | +$8.75M | 4.09% | 6 |
|
|
2022
Q2 | $12.8M | Buy |
256,489
+197,311
| +333% | +$9.85M | 2.38% | 11 |
|
|
2022
Q1 | $3.05M | Buy |
59,178
+52,139
| +741% | +$2.69M | 0.61% | 22 |
|
|
2021
Q4 | $387K | Buy |
7,039
+439
| +7% | +$24.1K | 0.08% | 74 |
|
|
2021
Q3 | $361K | Buy |
6,600
+459
| +7% | +$25.1K | 0.08% | 76 |
|
|
2021
Q2 | $340K | Buy |
6,141
+333
| +6% | +$18.4K | 0.08% | 77 |
|
|
2021
Q1 | $317K | Buy |
5,808
+308
| +6% | +$16.8K | 0.12% | 65 |
|
|
2020
Q4 | $304K | Buy |
+5,500
| New | +$304K | 0.11% | 65 |
|