Willow Creek Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.97M	Buy	5,997 +1,983	+49%	+$626K	0.16%	54
2025 Q2	$1.22M	Buy	4,014 +1,031	+35%	+$290K	0.11%	61
2025 Q1	$820K	Buy	2,983 +1,055	+55%	+$307K	0.08%	71
2024 Q4	$559K	Buy	1,928 +538	+39%	+$157K	0.06%	84
2024 Q3	$394K	Hold	1,390	–	–	0.04%	103
2024 Q2	$372K	Buy	1,390 +185	+15%	+$47.9K	0.04%	105
2024 Q1	$313K	Sell	1,205 -51	-4%	-$12.6K	0.04%	121
2023 Q4	$298K	Sell	1,256 -50	-4%	-$11.1K	0.04%	115
2023 Q3	$277K	Buy	1,306 +44	+3%	+$9.74K	0.04%	114
2023 Q2	$278K	Buy	1,262 +229	+22%	+$47.8K	0.04%	121
2023 Q1	$211K	Buy	+1,033	New	+$207K	0.03%	128
2022 Q2	–	Sell	-1,003	Closed	-$228K	–	133
2022 Q1	$228K	Hold	1,003	–	–	0.05%	108
2021 Q4	$242K	Hold	1,003	–	–	0.05%	113
2021 Q3	$223K	Hold	1,003	–	–	0.05%	108
2021 Q2	$223K	Hold	1,003	–	–	0.05%	106
2021 Q1	$207K	Sell	1,003 -241	-19%	-$48.8K	0.08%	91
2020 Q4	$242K	Sell	1,244 -52	-4%	-$9.51K	0.09%	79
2020 Q3	$221K	Hold	1,296	–	–	0.09%	78
2020 Q2	$203K	Buy	+1,296	New	+$191K	0.09%	76
2020 Q1	–	Sell	-1,455	Closed	-$238K	–	81
2019 Q4	$238K	Hold	1,455	–	–	0.11%	71
2019 Q3	$220K	Hold	1,455	–	–	0.1%	77
2019 Q2	$218K	Hold	1,455	–	–	0.1%	77
2019 Q1	$211K	Buy	+1,455	New	+$203K	0.11%	70