Well Done LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Sell	6,420 -5	-0.1%	-$1.15K	0.2%	70
2026 Q1	$1.38M	Sell	6,425 -21	-0.3%	-$4.68K	0.2%	69
2025 Q4	$1.42M	Sell	6,446 -427	-6%	-$93.3K	0.21%	68
2025 Q3	$1.48M	Sell	6,873 -129	-2%	-$27.1K	0.25%	62
2025 Q2	$1.43M	Buy	7,002 +1,164	+20%	+$226K	0.27%	59
2025 Q1	$1.14M	Buy	5,838 +9	+0.2%	+$1.79K	0.21%	61
2024 Q4	$1.15M	Hold	5,829	–	–	0.21%	61
2024 Q3	$1.15M	Buy	5,829 +6	+0.1%	+$1.14K	0.21%	61
2024 Q2	$1.06M	Buy	5,823 +1,110	+24%	+$200K	0.22%	61
2024 Q1	$861K	Sell	4,713 -535	-10%	-$94K	0.17%	77
2023 Q4	$894K	Buy	5,248 +515	+11%	+$82.9K	0.18%	74
2023 Q3	$735K	Sell	4,733 -300	-6%	-$48.6K	0.16%	77
2023 Q2	$818K	Buy	5,033 +535	+12%	+$83.8K	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%	-$223K	0.15%	77
2022 Q2	$861K	Buy	5,999 +1,561	+35%	+$238K	0.19%	70
2022 Q1	$720K	Sell	4,438 -146	-3%	-$23.6K	0.14%	88
2021 Q4	$787K	Hold	4,584	–	–	0.16%	83
2021 Q3	$704K	Sell	4,584 -1,300	-22%	-$207K	0.16%	83
2021 Q2	$911K	Sell	5,884 -141	-2%	-$21.6K	0.2%	73
2021 Q1	$886K	Sell	6,025 -229	-4%	-$32.6K	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%	-$37.1K	0.2%	72
2020 Q1	$680K	Hold	6,580	–	–	0.21%	62
2019 Q4	$820K	Sell	6,580 -633	-9%	-$76.6K	0.19%	71
2019 Q3	$863K	Buy	7,213 +456	+7%	+$53.8K	0.21%	61
2019 Q2	$778K	Buy	6,757 +90	+1%	+$10.1K	0.18%	68
2019 Q1	$731K	Buy	6,667 +145	+2%	+$15.3K	0.18%	68
2018 Q4	$639K	Buy	6,522 +705	+12%	+$73.5K	0.18%	70
2018 Q3	$644K	Sell	5,817 -49	-0.8%	-$5.27K	0.18%	72
2018 Q2	$596K	Sell	5,866 -1,480	-20%	-$151K	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%	-$25.1K	0.24%	51
2017 Q1	$685K	Sell	7,620 -2,100	-22%	-$186K	0.24%	47
2016 Q4	$828K	Hold	9,720	–	–	0.31%	46
2016 Q3	$816K	Hold	9,720	–	–	0.29%	42
2016 Q2	$809K	Sell	9,720 -202	-2%	-$16.5K	0.29%	40
2016 Q1	$806K	Sell	9,922 -649	-6%	-$49.8K	0.29%	41
2015 Q4	$822K	Buy	+10,571	New	+$825K	0.29%	45

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Well Done LLC's VIG Position: Q2 2026 in Review

Well Done LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q2 2026, selling an estimated $1.15K and leaving 6,420 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #70.

Well Done LLC first reported a position in VIG in Q4 2015 and has held it in 43 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Well Done LLC held 6,420 shares of Vanguard Dividend Appreciation ETF worth $1.52M as of Q2 2026.
Well Done LLC sold 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Dividend Appreciation ETF made up 0.2% of Well Done LLC's portfolio in Q2 2026, its #70 holding.
Well Done LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 43 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.