Well Done LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Well Done LLC’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,936	Closed	-$215K	–	189
2024 Q4	$215K	Hold	2,936	–	–	0.04%	171
2024 Q3	$215K	Hold	2,936	–	–	0.04%	172
2024 Q2	$212K	Buy	+2,936	New	+$195K	0.04%	173
2022 Q4	–	Sell	-6,184	Closed	-$238K	–	189
2022 Q3	$238K	Hold	6,184	–	–	0.06%	139
2022 Q2	$252K	Sell	6,184 -9,968	-62%	-$449K	0.06%	144
2022 Q1	$841K	Buy	16,152 +624	+4%	+$32K	0.17%	77
2021 Q4	$889K	Buy	15,528 +1,920	+14%	+$105K	0.18%	73
2021 Q3	$683K	Hold	13,608	–	–	0.15%	87
2021 Q2	$678K	Hold	13,608	–	–	0.15%	88
2021 Q1	$610K	Buy	+13,608	New	+$612K	0.14%	87

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Well Done LLC's VGT Position: Q1 2025 in Review

Well Done LLC sold out of Vanguard Information Technology ETF (VGT) in Q1 2025, closing a stake of 2,936 shares — an estimated $215K sold.

Well Done LLC first reported a position in VGT in Q1 2021 and held it in 10 quarters. The position peaked at $889K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Well Done LLC reported no remaining Vanguard Information Technology ETF position as of Q1 2025 after selling out during the quarter.
Well Done LLC sold 2,936 Vanguard Information Technology ETF shares in Q1 2025, an estimated $215K.
Well Done LLC first reported a position in Vanguard Information Technology ETF in Q1 2021 and held it in 10 quarters.
Well Done LLC's Vanguard Information Technology ETF position peaked at $889K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

Based on Well Done LLC's 13F filing for Q1 2025, filed 21 Apr 2025.