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 |
|