WDL
Well Done LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
7,565
-352
| -4% | -$200K | 0.81% | 33 |
|
|
2025
Q1 | $4.27M | Sell |
7,917
-272
| -3% | -$147K | 0.77% | 30 |
|
|
2024
Q4 | $4.32M | Hold |
8,189
| – | – | 0.79% | 32 |
|
|
2024
Q3 | $4.32M | Sell |
8,189
-436
| -5% | -$230K | 0.79% | 32 |
|
|
2024
Q2 | $4.31M | Sell |
8,625
-581
| -6% | -$291K | 0.9% | 29 |
|
|
2024
Q1 | $4.43M | Sell |
9,206
-5,164
| -36% | -$2.48M | 0.87% | 28 |
|
|
2023
Q4 | $6.28M | Buy |
14,370
+3,778
| +36% | +$1.65M | 1.23% | 18 |
|
|
2023
Q3 | $4.16M | Buy |
10,592
+309
| +3% | +$121K | 0.92% | 26 |
|
|
2023
Q2 | $4.19M | Sell |
10,283
-837
| -8% | -$341K | 0.89% | 27 |
|
|
2023
Q1 | $4.18M | Buy |
11,120
+314
| +3% | +$118K | 0.9% | 24 |
|
|
2022
Q4 | $3.8M | Buy |
10,806
+1,087
| +11% | +$382K | 0.82% | 34 |
|
|
2022
Q3 | $3.19M | Buy |
9,719
+2,505
| +35% | +$822K | 0.78% | 29 |
|
|
2022
Q2 | $2.5M | Sell |
7,214
-241
| -3% | -$83.6K | 0.55% | 40 |
|
|
2022
Q1 | $3.1M | Sell |
7,455
-145
| -2% | -$60.2K | 0.62% | 33 |
|
|
2021
Q4 | $3.32M | Buy |
7,600
+742
| +11% | +$324K | 0.67% | 30 |
|
|
2021
Q3 | $2.71M | Buy |
6,858
+426
| +7% | +$168K | 0.6% | 33 |
|
|
2021
Q2 | $2.53M | Hold |
6,432
| – | – | 0.56% | 33 |
|
|
2021
Q1 | $2.34M | Sell |
6,432
-1,415
| -18% | -$515K | 0.54% | 35 |
|
|
2020
Q4 | $2.7M | Buy |
7,847
+125
| +2% | +$43K | 0.67% | 28 |
|
|
2020
Q3 | $2.38M | Sell |
7,722
-120
| -2% | -$36.9K | 0.67% | 27 |
|
|
2020
Q2 | $2.22M | Sell |
7,842
-389
| -5% | -$110K | 0.61% | 31 |
|
|
2020
Q1 | $1.95M | Buy |
8,231
+2,296
| +39% | +$544K | 0.59% | 34 |
|
|
2019
Q4 | $1.76M | Sell |
5,935
-1,135
| -16% | -$336K | 0.41% | 45 |
|
|
2019
Q3 | $1.93M | Buy |
7,070
+534
| +8% | +$146K | 0.47% | 42 |
|
|
2019
Q2 | $1.76M | Buy |
6,536
+212
| +3% | +$57.1K | 0.41% | 46 |
|
|
2019
Q1 | $1.64M | Sell |
6,324
-1,229
| -16% | -$319K | 0.4% | 46 |
|
|
2018
Q4 | $1.74M | Buy |
7,553
+1,475
| +24% | +$339K | 0.49% | 41 |
|
|
2018
Q3 | $1.62M | Sell |
6,078
-25
| -0.4% | -$6.68K | 0.46% | 41 |
|
|
2018
Q2 | $1.52M | Sell |
6,103
-32
| -0.5% | -$7.98K | 0.46% | 39 |
|
|
2018
Q1 | $1.49M | Buy |
6,135
+524
| +9% | +$127K | 0.46% | 34 |
|
|
2017
Q4 | $1.38M | Buy |
5,611
+1
| +0% | +$245 | 0.45% | 37 |
|
|
2017
Q3 | $1.3M | Sell |
5,610
-4
| -0.1% | -$923 | 0.4% | 41 |
|
|
2017
Q2 | $1.25M | Buy |
5,614
+2
| +0% | +$444 | 0.44% | 37 |
|
|
2017
Q1 | $1.21M | Buy |
5,612
+195
| +4% | +$42.2K | 0.43% | 37 |
|
|
2016
Q4 | $1.11M | Buy |
+5,417
| New | +$1.11M | 0.42% | 37 |
|
|
2016
Q1 | – | Sell |
-1,255
| Closed | -$235K | – | 98 |
|
|
2015
Q4 | $235K | Buy |
+1,255
| New | +$235K | 0.08% | 79 |
|