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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Hold
1,092
0.03% 136
2025
Q1
$281K Sell
1,092
-206
-16% -$52.9K 0.03% 130
2024
Q4
$350K Sell
1,298
-56
-4% -$15.1K 0.04% 115
2024
Q3
$356K Hold
1,354
0.04% 116
2024
Q2
$338K Sell
1,354
-17
-1% -$4.24K 0.04% 111
2024
Q1
$329K Sell
1,371
-105
-7% -$25.2K 0.04% 118
2023
Q4
$322K Hold
1,476
0.04% 108
2023
Q3
$289K Sell
1,476
-109
-7% -$21.3K 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% -$21.8K 0.05% 102
2022
Q3
$280K Hold
1,710
0.05% 93
2022
Q2
$295K Sell
1,710
-104
-6% -$17.9K 0.05% 92
2022
Q1
$378K Sell
1,814
-94
-5% -$19.6K 0.08% 75
2021
Q4
$422K Sell
1,908
-232
-11% -$51.3K 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% -$20.2K 0.15% 51
2020
Q4
$395K Sell
2,249
-31
-1% -$5.45K 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 +$276K 0.15% 51