Well Done LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,405
| Closed | -$651K | – | 191 |
|
|
2022
Q4 | $651K | Buy |
+3,405
| New | +$651K | 0.14% | 84 |
|
|
2021
Q2 | – | Sell |
-7,859
| Closed | -$1.62M | – | 178 |
|
|
2021
Q1 | $1.62M | Buy |
7,859
+1,720
| +28% | +$355K | 0.37% | 44 |
|
|
2020
Q4 | $1.2M | Hold |
6,139
| – | – | 0.3% | 50 |
|
|
2020
Q3 | $1.05M | Hold |
6,139
| – | – | 0.29% | 47 |
|
|
2020
Q2 | $961K | Sell |
6,139
-75
| -1% | -$11.7K | 0.26% | 58 |
|
|
2020
Q1 | $801K | Buy |
+6,214
| New | +$801K | 0.24% | 58 |
|
|
2019
Q1 | – | Sell |
-1,654
| Closed | -$211K | – | 639 |
|
|
2018
Q4 | $211K | Buy |
+1,654
| New | +$211K | 0.06% | 132 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | -$1K | – | 510 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 586 |
|