WCWM
Willow Creek Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
18,460
+4,105
| +29% | +$206K | 0.08% | 73 |
|
|
2025
Q1 | $716K | Buy |
14,355
+2,627
| +22% | +$131K | 0.07% | 77 |
|
|
2024
Q4 | $568K | Hold |
11,728
| – | – | 0.06% | 83 |
|
|
2024
Q3 | $578K | Sell |
11,728
-2,323
| -17% | -$115K | 0.06% | 82 |
|
|
2024
Q2 | $682K | Sell |
14,051
-48
| -0.3% | -$2.33K | 0.08% | 74 |
|
|
2024
Q1 | $675K | Sell |
14,099
-105
| -0.7% | -$5.03K | 0.08% | 74 |
|
|
2023
Q4 | $675K | Sell |
14,204
-331
| -2% | -$15.7K | 0.08% | 70 |
|
|
2023
Q3 | $687K | Sell |
14,535
-461
| -3% | -$21.8K | 0.1% | 69 |
|
|
2023
Q2 | $711K | Hold |
14,996
| – | – | 0.1% | 72 |
|
|
2023
Q1 | $717K | Sell |
14,996
-21
| -0.1% | -$1K | 0.11% | 64 |
|
|
2022
Q4 | $701K | Sell |
15,017
-7,075
| -32% | -$330K | 0.12% | 60 |
|
|
2022
Q3 | $1.06M | Sell |
22,092
-11,760
| -35% | -$566K | 0.21% | 51 |
|
|
2022
Q2 | $1.7M | Hold |
33,852
| – | – | 0.31% | 37 |
|
|
2022
Q1 | $1.73M | Buy |
33,852
+2,000
| +6% | +$102K | 0.35% | 34 |
|
|
2021
Q4 | $1.64M | Buy |
31,852
+2,841
| +10% | +$146K | 0.34% | 35 |
|
|
2021
Q3 | $1.53M | Sell |
29,011
-139
| -0.5% | -$7.31K | 0.34% | 33 |
|
|
2021
Q2 | $1.53M | Buy |
29,150
+630
| +2% | +$33K | 0.36% | 31 |
|
|
2021
Q1 | $1.47M | Buy |
28,520
+1,117
| +4% | +$57.6K | 0.54% | 22 |
|
|
2020
Q4 | $1.4M | Buy |
27,403
+4,098
| +18% | +$209K | 0.53% | 22 |
|
|
2020
Q3 | $1.19M | Buy |
23,305
+9,793
| +72% | +$500K | 0.49% | 22 |
|
|
2020
Q2 | $678K | Hold |
13,512
| – | – | 0.3% | 29 |
|
|
2020
Q1 | $658K | Sell |
13,512
-1,677
| -11% | -$81.7K | 0.33% | 27 |
|
|
2019
Q4 | $749K | Buy |
15,189
+2
| +0% | +$99 | 0.34% | 29 |
|
|
2019
Q3 | $745K | Sell |
15,187
-449
| -3% | -$22K | 0.35% | 27 |
|
|
2019
Q2 | $771K | Buy |
15,636
+174
| +1% | +$8.58K | 0.37% | 26 |
|
|
2019
Q1 | $753K | Buy |
15,462
+162
| +1% | +$7.89K | 0.38% | 27 |
|
|
2018
Q4 | $733K | Sell |
15,300
-593
| -4% | -$28.4K | 0.39% | 27 |
|
|
2018
Q3 | $769K | Buy |
15,893
+73
| +0.5% | +$3.53K | 0.43% | 25 |
|
|
2018
Q2 | $773K | Hold |
15,820
| – | – | 0.43% | 23 |
|
|
2018
Q1 | $774K | Hold |
15,820
| – | – | 0.41% | 25 |
|
|
2017
Q4 | $772K | Buy |
15,820
+338
| +2% | +$16.5K | 0.51% | 17 |
|
|
2017
Q3 | $766K | Sell |
15,482
-74
| -0.5% | -$3.66K | 0.5% | 13 |
|
|
2017
Q2 | $766K | Buy |
15,556
+123
| +0.8% | +$6.06K | 0.52% | 13 |
|
|
2017
Q1 | $763K | Buy |
15,433
+2,765
| +22% | +$137K | 0.53% | 14 |
|
|
2016
Q4 | $623K | Buy |
12,668
+940
| +8% | +$46.2K | 0.46% | 15 |
|
|
2016
Q3 | $582K | Sell |
11,728
-182
| -2% | -$9.03K | 0.46% | 14 |
|
|
2016
Q2 | $589K | Buy |
+11,910
| New | +$589K | 0.48% | 14 |
|
|
2016
Q1 | – | Sell |
-11,563
| Closed | -$559K | – | 19 |
|
|
2015
Q4 | $559K | Hold |
11,563
| – | – | 0.5% | 14 |
|
|
2015
Q3 | $559K | Buy |
+11,563
| New | +$559K | 0.52% | 15 |
|