WDL
Well Done LLC’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-873
| Closed | -$210K | – | 191 |
|
|
2025
Q1 | $210K | Buy |
+873
| New | +$210K | 0.04% | 172 |
|
|
2024
Q1 | – | Sell |
-1,169
| Closed | -$249K | – | 200 |
|
|
2023
Q4 | $249K | Hold |
1,169
| – | – | 0.05% | 155 |
|
|
2023
Q3 | $221K | Sell |
1,169
-13
| -1% | -$2.46K | 0.05% | 147 |
|
|
2023
Q2 | $235K | Buy |
1,182
+13
| +1% | +$2.59K | 0.05% | 143 |
|
|
2023
Q1 | $222K | Sell |
1,169
-194
| -14% | -$36.8K | 0.05% | 160 |
|
|
2022
Q4 | $250K | Buy |
+1,363
| New | +$250K | 0.05% | 150 |
|
|
2022
Q3 | – | Sell |
-1,158
| Closed | -$204K | – | 179 |
|
|
2022
Q2 | $204K | Hold |
1,158
| – | – | 0.04% | 164 |
|
|
2022
Q1 | $246K | Buy |
1,158
+12
| +1% | +$2.55K | 0.05% | 158 |
|
|
2021
Q4 | $259K | Buy |
+1,146
| New | +$259K | 0.05% | 151 |
|
|
2019
Q1 | – | Sell |
-407
| Closed | -$54K | – | 623 |
|
|
2018
Q4 | $54K | Buy |
+407
| New | +$54K | 0.02% | 256 |
|
|
2018
Q2 | – | Sell |
-315
| Closed | -$46K | – | 496 |
|
|
2018
Q1 | $46K | Buy |
+315
| New | +$46K | 0.01% | 234 |
|