Willow Creek Wealth Management Inc. VTEB Holdings History
Willow Creek Wealth Management Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 675,264.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $33.11 Mil. This investment constitutes 2.98% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.09% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q4. And since then Willow Creek Wealth Management Inc. has made 12 purchases of VTEB, at an average price of $49.58, for a total of 1.02 Mil shares. In addition, there have been 4 sales at an average price of $49.07 for 343,319.00 shares. Based on historical transaction data and VTEB's current price of $48.50, Willow Creek Wealth Management Inc.'s estimated gain on his VTEB holdings is $-904,803.61, reflecting a -1.79% gain to date.
Willow Creek Wealth Management Inc. VTEB ($48.50) Holding Chart
Willow Creek Wealth Management Inc. VTEB ($48.50) 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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