Willow Creek Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

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 4,053 shares of VIG stock, worth $738,253. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,053
Previous 3,836 5.66%
Holding current value
$738,253
Previous $653,000 13.02%
% of portfolio
0.08%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
217 Added 5.66%
4,053 $738,000
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
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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