WDL
VTHR icon

Well Done LLC’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Well Done LLC’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,900
Closed -$306K – 191
2022
Q3 		$306K Buy
+1,900
New +$340K 0.07% 121

Other funds holding VTHR

MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Well Done LLC sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2022, closing a stake of 1,900 shares — an estimated $306K sold.

Well Done LLC first reported a position in VTHR in Q3 2022 and held it in 1 quarter. The position peaked at $306K in Q3 2022. 133 funds tracked by Wall St. Rank hold VTHR as of Q4 2022.

  • Well Done LLC reported no remaining Vanguard Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
  • Well Done LLC sold 1,900 Vanguard Russell 3000 ETF shares in Q4 2022, an estimated $306K.
  • Well Done LLC first reported a position in Vanguard Russell 3000 ETF in Q3 2022 and held it in 1 quarter.
  • Well Done LLC's Vanguard Russell 3000 ETF position peaked at $306K in Q3 2022.
  • 133 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2022.

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