Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 356,490 shares of BIV stock, worth $26.7 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares

356,490

Previous 336,650 5.89%

Holding current value

$26.7 Million

Previous $24.3 Million 11.85%

% of portfolio

3.48%

Previous 3.67%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$70.49 - $76.74 $1.4 Million - $1.52 Million	19,840 Added 5.89%	356,490 $27.2 Million
Q3 2023 Nov 20, 2023	BUY	$72.11 - $75.67 $4.19 Million - $4.4 Million	58,098 Added 20.86%	336,650 $24.3 Million
Q2 2023 Aug 28, 2023	BUY	$74.96 - $77.47 $3.7 Million - $3.82 Million	49,327 Added 21.52%	278,552 $21 Million
Q1 2023 Apr 24, 2023	SELL	$73.57 - $77.31 $53,706 - $56,436	-730 Reduced 0.32%	229,225 $17.6 Million
Q4 2022 Mar 01, 2023	BUY	$71.64 - $76.32 $13.6 Million - $14.5 Million	189,983 Added 475.29%	229,955 $17.1 Million
Q3 2022 Oct 31, 2022	SELL	$72.72 - $79.93 $902,091 - $991,531	-12,405 Reduced 23.68%	39,972 $2.94 Million
Q2 2022 Aug 16, 2022	BUY	$75.37 - $81.44 $756,036 - $816,924	10,031 Added 23.69%	52,377 $4.07 Million
Q1 2022 May 02, 2022	SELL	$81.03 - $87.06 $163,437 - $175,600	-2,017 Reduced 4.55%	42,346 $3.47 Million
Q4 2021 Mar 24, 2022	SELL	$87.51 - $89.66 $880,788 - $902,427	-10,065 Reduced 18.49%	44,363 $3.89 Million
Q3 2021 Nov 15, 2021	BUY	$89.41 - $91.32 $75,998 - $77,622	850 Added 1.59%	54,428 $4.87 Million
Q2 2021 Nov 16, 2021	BUY	$88.27 - $90.15 $483,807 - $494,112	5,481 Added 11.4%	53,578 $4.82 Million
Q1 2021 May 17, 2021	BUY	$88.61 - $92.83 $530,862 - $556,144	5,991 Added 14.23%	48,097 $4.27 Million
Q4 2020 Feb 23, 2021	SELL	$92.55 - $93.62 $86,441 - $87,441	-934 Reduced 2.17%	42,106 $3.91 Million
Q3 2020 Nov 12, 2020	SELL	$93.08 - $94.37 $47.3 Million - $47.9 Million	-507,897 Reduced 92.19%	43,040 $4.02 Million
Q2 2020 Aug 11, 2020	BUY	$88.97 - $93.19 $785,783 - $823,054	8,832 Added 1.63%	550,937 $51.3 Million
Q1 2020 May 07, 2020	SELL	$83.77 - $92.22 $5.65 Million - $6.22 Million	-67,473 Reduced 11.07%	542,105 $48.4 Million
Q4 2019 Feb 03, 2020	BUY	$86.78 - $88.73 $68,382 - $69,919	788 Added 0.13%	609,578 $53.2 Million
Q3 2019 Oct 15, 2019	SELL	$86.72 - $88.11 $1.6 Million - $1.63 Million	-18,452 Reduced 2.94%	608,790 $53.6 Million
Q2 2019 Jul 22, 2019	SELL	N/A	-16,975 Reduced 2.63%	627,242 $54.3 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-27,226 Reduced 4.05%	644,217 $54.1 Million
Q4 2018 Jan 31, 2019	SELL	N/A	-71,783 Reduced 9.66%	671,443 $54.6 Million
Q3 2018 Oct 16, 2018	SELL	N/A	-1,050 Reduced 0.14%	743,226 $59.8 Million
Q2 2018 Jul 17, 2018	SELL	N/A	-6,910 Reduced 0.92%	744,276 $60.3 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-2,807 Reduced 0.37%	751,186 $61.4 Million
Q4 2017 Feb 02, 2018	BUY	N/A	44,033 Added 6.2%	753,993 $63.2 Million
Q3 2017 Nov 06, 2017	BUY	N/A	709,960	709,960 $60.1 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

View Full List

About VANGUARD BD INDEX FD INC INTER

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Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History