WDL
Well Done LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.43M | Buy |
7,002
+1,164
| +20% | +$238K | 0.27% | 59 |
|
2025
Q1 | $1.14M | Buy |
5,838
+9
| +0.2% | +$1.76K | 0.21% | 61 |
|
2024
Q4 | $1.15M | Hold |
5,829
| – | – | 0.21% | 61 |
|
2024
Q3 | $1.15M | Buy |
5,829
+6
| +0.1% | +$1.19K | 0.21% | 61 |
|
2024
Q2 | $1.06M | Buy |
5,823
+1,110
| +24% | +$203K | 0.22% | 61 |
|
2024
Q1 | $861K | Sell |
4,713
-535
| -10% | -$97.7K | 0.17% | 77 |
|
2023
Q4 | $894K | Buy |
5,248
+515
| +11% | +$87.8K | 0.18% | 74 |
|
2023
Q3 | $735K | Sell |
4,733
-300
| -6% | -$46.6K | 0.16% | 77 |
|
2023
Q2 | $818K | Buy |
5,033
+535
| +12% | +$86.9K | 0.17% | 72 |
|
2023
Q1 | $693K | Hold |
4,498
| – | – | 0.15% | 81 |
|
2022
Q4 | $683K | Hold |
4,498
| – | – | 0.15% | 81 |
|
2022
Q3 | $608K | Sell |
4,498
-1,501
| -25% | -$203K | 0.15% | 77 |
|
2022
Q2 | $861K | Buy |
5,999
+1,561
| +35% | +$224K | 0.19% | 70 |
|
2022
Q1 | $720K | Sell |
4,438
-146
| -3% | -$23.7K | 0.14% | 88 |
|
2021
Q4 | $787K | Hold |
4,584
| – | – | 0.16% | 83 |
|
2021
Q3 | $704K | Sell |
4,584
-1,300
| -22% | -$200K | 0.16% | 83 |
|
2021
Q2 | $911K | Sell |
5,884
-141
| -2% | -$21.8K | 0.2% | 73 |
|
2021
Q1 | $886K | Sell |
6,025
-229
| -4% | -$33.7K | 0.2% | 70 |
|
2020
Q4 | $883K | Hold |
6,254
| – | – | 0.22% | 64 |
|
2020
Q3 | $805K | Hold |
6,254
| – | – | 0.23% | 65 |
|
2020
Q2 | $733K | Sell |
6,254
-326
| -5% | -$38.2K | 0.2% | 72 |
|
2020
Q1 | $680K | Hold |
6,580
| – | – | 0.21% | 62 |
|
2019
Q4 | $820K | Sell |
6,580
-633
| -9% | -$78.9K | 0.19% | 71 |
|
2019
Q3 | $863K | Buy |
7,213
+456
| +7% | +$54.6K | 0.21% | 61 |
|
2019
Q2 | $778K | Buy |
6,757
+90
| +1% | +$10.4K | 0.18% | 68 |
|
2019
Q1 | $731K | Buy |
6,667
+145
| +2% | +$15.9K | 0.18% | 68 |
|
2018
Q4 | $639K | Buy |
6,522
+705
| +12% | +$69.1K | 0.18% | 70 |
|
2018
Q3 | $644K | Sell |
5,817
-49
| -0.8% | -$5.43K | 0.18% | 72 |
|
2018
Q2 | $596K | Sell |
5,866
-1,480
| -20% | -$150K | 0.18% | 72 |
|
2018
Q1 | $742K | Hold |
7,346
| – | – | 0.23% | 51 |
|
2017
Q4 | $750K | Hold |
7,346
| – | – | 0.24% | 56 |
|
2017
Q3 | $696K | Hold |
7,346
| – | – | 0.21% | 68 |
|
2017
Q2 | $681K | Sell |
7,346
-274
| -4% | -$25.4K | 0.24% | 51 |
|
2017
Q1 | $685K | Sell |
7,620
-2,100
| -22% | -$189K | 0.24% | 47 |
|
2016
Q4 | $828K | Hold |
9,720
| – | – | 0.31% | 46 |
|
2016
Q3 | $816 | Hold |
9,720
| – | – | 0.29% | 42 |
|
2016
Q2 | $809K | Sell |
9,720
-202
| -2% | -$16.8K | 0.29% | 40 |
|
2016
Q1 | $806K | Sell |
9,922
-649
| -6% | -$52.7K | 0.29% | 41 |
|
2015
Q4 | $822K | Buy |
+10,571
| New | +$822K | 0.29% | 45 |
|