Willow Creek Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
4,014
+1,031
| +35% | +$313K | 0.11% | 61 |
|
|
2025
Q1 | $820K | Buy |
2,983
+1,055
| +55% | +$290K | 0.08% | 71 |
|
|
2024
Q4 | $559K | Buy |
1,928
+538
| +39% | +$156K | 0.06% | 84 |
|
|
2024
Q3 | $394K | Hold |
1,390
| – | – | 0.04% | 103 |
|
|
2024
Q2 | $372K | Buy |
1,390
+185
| +15% | +$49.5K | 0.04% | 105 |
|
|
2024
Q1 | $313K | Sell |
1,205
-51
| -4% | -$13.3K | 0.04% | 121 |
|
|
2023
Q4 | $298K | Sell |
1,256
-50
| -4% | -$11.9K | 0.04% | 115 |
|
|
2023
Q3 | $277K | Buy |
1,306
+44
| +3% | +$9.35K | 0.04% | 114 |
|
|
2023
Q2 | $278K | Buy |
1,262
+229
| +22% | +$50.4K | 0.04% | 121 |
|
|
2023
Q1 | $211K | Buy |
+1,033
| New | +$211K | 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% | -$49.7K | 0.08% | 91 |
|
|
2020
Q4 | $242K | Sell |
1,244
-52
| -4% | -$10.1K | 0.09% | 79 |
|
|
2020
Q3 | $221K | Hold |
1,296
| – | – | 0.09% | 78 |
|
|
2020
Q2 | $203K | Buy |
+1,296
| New | +$203K | 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 | +$211K | 0.11% | 70 |
|