Willow Creek Wealth Management Inc. BSV Holdings History
Willow Creek Wealth Management Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 1.41 Mil shares of Vanguard Short-Term Bond ETF(BSV), totaling $111.29 Mil. This investment constitutes 10.01% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.29% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2014Q4. And since then Willow Creek Wealth Management Inc. has made 21 purchases of BSV, at an average price of $78.79, for a total of 1.73 Mil shares. In addition, there have been 8 sales at an average price of $78.30 for 315,528.00 shares. Based on historical transaction data and BSV's current price of $78.35, Willow Creek Wealth Management Inc.'s estimated gain on his BSV holdings is $-779,412.69, reflecting a -0.57% gain to date.
Willow Creek Wealth Management Inc. BSV ($78.35) Holding Chart
Willow Creek Wealth Management Inc. BSV ($78.35) 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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