Well Done LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,820	Closed	-$415K	–	190
2022 Q3	$415K	Buy	+8,820	New	+$461K	0.1%	101
2022 Q2	–	Sell	-3,440	Closed	-$205K	–	200
2022 Q1	$205K	Buy	3,440 +4	+0.1%	+$235	0.04%	183
2021 Q4	$219K	Buy	+3,436	New	+$215K	0.04%	172
2019 Q1	–	Sell	-1,440	Closed	-$50K	–	634
2018 Q4	$50K	Buy	+1,440	New	+$54.1K	0.01%	265
2018 Q2	–	Sell	-1,196	Closed	-$46K	–	503
2018 Q1	$46K	Buy	+1,196	New	+$47.1K	0.01%	235

Other funds holding VO

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Well Done LLC's VO Position: Q4 2022 in Review

Well Done LLC sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2022, closing a stake of 8,820 shares — an estimated $415K sold.

Well Done LLC first reported a position in VO in Q1 2018 and held it in 5 quarters. The position peaked at $415K in Q3 2022. 1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Well Done LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Well Done LLC sold 8,820 Vanguard Morningstar Mid-Cap ETF shares in Q4 2022, an estimated $415K.
Well Done LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and held it in 5 quarters.
Well Done LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $415K in Q3 2022.
1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

Based on Well Done LLC's 13F filing for Q4 2022, filed 18 Jan 2023.