Willow Creek Wealth Management Inc. BIV Holdings History
Willow Creek Wealth Management Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 479,154.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $37.06 Mil. This investment constitutes 3.33% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.16% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2014Q4. And since then Willow Creek Wealth Management Inc. has made 14 purchases of BIV, at an average price of $80.54, for a total of 1.22 Mil shares. In addition, there have been 15 sales at an average price of $90.18 for 745,833.00 shares. Based on historical transaction data and BIV's current price of $76.64, Willow Creek Wealth Management Inc.'s estimated gain on his BIV holdings is $5.32 Mil, reflecting a 5.39% gain to date.
Willow Creek Wealth Management Inc. BIV ($76.64) Holding Chart
Willow Creek Wealth Management Inc. BIV ($76.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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