WDL
Well Done LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
33,255
-53
| -0.2% | -$5.81K | 0.68% | 37 |
|
|
2025
Q1 | $3.49M | Buy |
33,308
+1,734
| +5% | +$182K | 0.63% | 37 |
|
|
2024
Q4 | $3.21M | Hold |
31,574
| – | – | 0.59% | 36 |
|
|
2024
Q3 | $3.21M | Buy |
31,574
+3
| +0% | +$305 | 0.59% | 36 |
|
|
2024
Q2 | $3.05M | Sell |
31,571
-301
| -0.9% | -$29.1K | 0.63% | 37 |
|
|
2024
Q1 | $2.97M | Buy |
31,872
+3,262
| +11% | +$304K | 0.58% | 37 |
|
|
2023
Q4 | $2.43M | Sell |
28,610
-749
| -3% | -$63.7K | 0.48% | 39 |
|
|
2023
Q3 | $2.21M | Buy |
29,359
+25
| +0.1% | +$1.88K | 0.49% | 39 |
|
|
2023
Q2 | $2.3M | Buy |
29,334
+598
| +2% | +$46.9K | 0.49% | 40 |
|
|
2023
Q1 | $2.06M | Sell |
28,736
-12,509
| -30% | -$897K | 0.45% | 43 |
|
|
2022
Q4 | $2.72M | Buy |
41,245
+15,019
| +57% | +$989K | 0.58% | 40 |
|
|
2022
Q3 | $1.65M | Buy |
26,226
+18,304
| +231% | +$1.15M | 0.4% | 47 |
|
|
2022
Q2 | $526K | Buy |
7,922
+1,537
| +24% | +$102K | 0.12% | 95 |
|
|
2022
Q1 | $518K | Buy |
6,385
+1,811
| +40% | +$147K | 0.1% | 107 |
|
|
2021
Q4 | $402K | Buy |
4,574
+1,643
| +56% | +$144K | 0.08% | 116 |
|
|
2021
Q3 | $235K | Hold |
2,931
| – | – | 0.05% | 155 |
|
|
2021
Q2 | $234K | Buy |
2,931
+2
| +0.1% | +$160 | 0.05% | 155 |
|
|
2021
Q1 | $216K | Buy |
+2,929
| New | +$216K | 0.05% | 155 |
|
|
2020
Q3 | – | Sell |
-4,793
| Closed | -$270K | – | 140 |
|
|
2020
Q2 | $270K | Hold |
4,793
| – | – | 0.07% | 121 |
|
|
2020
Q1 | $219K | Buy |
+4,793
| New | +$219K | 0.07% | 124 |
|