Willow Creek Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$336K	Hold	1,092	–	–	0.03%	137
2025 Q2	$312K	Hold	1,092	–	–	0.03%	136
2025 Q1	$281K	Sell	1,092 -206	-16%	-$55.8K	0.03%	130
2024 Q4	$350K	Sell	1,298 -56	-4%	-$15.2K	0.04%	115
2024 Q3	$356K	Hold	1,354	–	–	0.04%	116
2024 Q2	$338K	Sell	1,354 -17	-1%	-$4.08K	0.04%	111
2024 Q1	$329K	Sell	1,371 -105	-7%	-$24K	0.04%	118
2023 Q4	$322K	Hold	1,476	–	–	0.04%	108
2023 Q3	$289K	Sell	1,476 -109	-7%	-$22.2K	0.04%	109
2023 Q2	$321K	Hold	1,585	–	–	0.05%	108
2023 Q1	$296K	Hold	1,585	–	–	0.05%	104
2022 Q4	$276K	Sell	1,585 -125	-7%	-$21.9K	0.05%	102
2022 Q3	$280K	Hold	1,710	–	–	0.05%	93
2022 Q2	$295K	Sell	1,710 -104	-6%	-$19.5K	0.05%	92
2022 Q1	$378K	Sell	1,814 -94	-5%	-$19.3K	0.08%	75
2021 Q4	$422K	Sell	1,908 -232	-11%	-$49.8K	0.09%	69
2021 Q3	$430K	Hold	2,140	–	–	0.1%	60
2021 Q2	$430K	Hold	2,140	–	–	0.1%	58
2021 Q1	$397K	Sell	2,140 -109	-5%	-$19.8K	0.15%	51
2020 Q4	$395K	Sell	2,249 -31	-1%	-$5.15K	0.15%	49
2020 Q3	$357K	Hold	2,280	–	–	0.15%	46
2020 Q2	$326K	Hold	2,280	–	–	0.15%	43
2020 Q1	$270K	Hold	2,280	–	–	0.14%	46
2019 Q4	$337K	Hold	2,280	–	–	0.15%	50
2019 Q3	$311K	Hold	2,280	–	–	0.14%	53
2019 Q2	$307K	Hold	2,280	–	–	0.15%	54
2019 Q1	$296K	Hold	2,280	–	–	0.15%	49
2018 Q4	$262K	Hold	2,280	–	–	0.14%	49
2018 Q3	$304K	Hold	2,280	–	–	0.17%	48
2018 Q2	$284K	Hold	2,280	–	–	0.16%	49
2018 Q1	$276K	Buy	+2,280	New	+$286K	0.15%	51