Willow Creek Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Willow Creek Wealth Management Inc.

  • $1.15 Billion
  • Q3 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,688 shares of VIG stock, worth $671,769. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,688
Previous 3,705 0.46%
Holding current value
$671,769
Previous $674,000 0.45%
% of portfolio
0.06%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
N/A
-17 Reduced 0.46%
3,688 $671,000
Q2 2025

Jul 16, 2025
SELL
N/A
-389 Reduced 9.5%
3,705 $674,000
Q1 2025

Jul 16, 2025
BUY
N/A
41 Added 1.01%
4,094 $745,000
Q4 2024

Feb 14, 2025
BUY
N/A
217 Added 5.66%
4,053 $738,000
Q3 2024

Jul 25, 2025
SELL
$182.15 - $182.15 $6,557 - $6,557
-36 Reduced 0.88%
4,053 $738,000
Q2 2024

Jul 25, 2025
BUY
$173.33 - $185.29 $66,558 - $71,151
384 Added 10.36%
4,089 $746,000
Q1 2024

Jul 25, 2025
BUY
$168.47 - $182.98 $24,933 - $27,081
148 Added 3.99%
3,853 $703,000
Q3 2023

Nov 20, 2023
SELL
$155.38 - $166.95 $3,884 - $4,173
-25 Reduced 0.65%
3,836 $596,000
Q4 2022

Mar 01, 2023
SELL
$144.84 - $158.71 $26,071 - $28,567
-180 Reduced 4.45%
3,861 $586,000
Q4 2021

Mar 24, 2022
BUY
N/A
15 Added 0.37%
4,041 $694,000
Q3 2021

Nov 15, 2021
BUY
N/A
175 Added 4.54%
4,026 $618,000
Q1 2021

May 17, 2021
BUY
N/A
48 Added 1.26%
3,851 $566,000
Q4 2020

Feb 23, 2021
SELL
N/A
-14 Reduced 0.37%
3,803 $537,000
Q3 2020

Nov 12, 2020
SELL
N/A
-18 Reduced 0.47%
3,817 $491,000
Q1 2020

May 07, 2020
BUY
N/A
803 Added 26.48%
3,835 $397,000
Q3 2019

Oct 15, 2019
SELL
N/A
-40 Reduced 1.3%
3,032 $363,000
Q2 2019

Jul 22, 2019
BUY
N/A
10 Added 0.33%
3,072 $354,000
Q1 2019

Apr 25, 2019
SELL
N/A
-72 Reduced 2.3%
3,062 $336,000
Q4 2018

Jan 31, 2019
BUY
N/A
795 Added 33.99%
3,134 $307,000
Q3 2018

Oct 16, 2018
BUY
N/A
2,339 New
2,339 $259,000

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email