WDL
Well Done LLC’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
980
-647
| -40% | -$284K | 0.08% | 112 |
|
|
2025
Q1 | $668K | Buy |
1,627
+65
| +4% | +$26.7K | 0.12% | 95 |
|
|
2024
Q4 | $600K | Hold |
1,562
| – | – | 0.11% | 101 |
|
|
2024
Q3 | $600K | Hold |
1,562
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $584K | Hold |
1,562
| – | – | 0.12% | 103 |
|
|
2024
Q1 | $538K | Sell |
1,562
-39
| -2% | -$13.4K | 0.11% | 111 |
|
|
2023
Q4 | $498K | Buy |
1,601
+243
| +18% | +$75.5K | 0.1% | 115 |
|
|
2023
Q3 | $370K | Hold |
1,358
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $384K | Hold |
1,358
| – | – | 0.08% | 114 |
|
|
2023
Q1 | $339K | Sell |
1,358
-72
| -5% | -$18K | 0.07% | 124 |
|
|
2022
Q4 | $304K | Buy |
1,430
+38
| +3% | +$8.08K | 0.07% | 137 |
|
|
2022
Q3 | $298K | Hold |
1,392
| – | – | 0.07% | 123 |
|
|
2022
Q2 | $310K | Sell |
1,392
-6,930
| -83% | -$1.54M | 0.07% | 128 |
|
|
2022
Q1 | $2.39M | Sell |
8,322
-3,511
| -30% | -$1.01M | 0.48% | 40 |
|
|
2021
Q4 | $3.8M | Buy |
11,833
+1,679
| +17% | +$539K | 0.77% | 28 |
|
|
2021
Q3 | $2.95M | Buy |
10,154
+445
| +5% | +$129K | 0.66% | 31 |
|
|
2021
Q2 | $2.79M | Buy |
9,709
+1,056
| +12% | +$303K | 0.61% | 31 |
|
|
2021
Q1 | $2.22M | Buy |
8,653
+4,822
| +126% | +$1.24M | 0.51% | 37 |
|
|
2020
Q4 | $971K | Buy |
3,831
+2,836
| +285% | +$719K | 0.24% | 60 |
|
|
2020
Q3 | $226K | Hold |
995
| – | – | 0.06% | 127 |
|
|
2020
Q2 | $201K | Buy |
+995
| New | +$201K | 0.06% | 143 |
|
|
2020
Q1 | – | Sell |
-1,152
| Closed | -$210K | – | 159 |
|
|
2019
Q4 | $210K | Buy |
+1,152
| New | +$210K | 0.05% | 147 |
|
|
2019
Q1 | – | Sell |
-826
| Closed | -$111K | – | 643 |
|
|
2018
Q4 | $111K | Buy |
+826
| New | +$111K | 0.03% | 186 |
|
|
2018
Q2 | – | Sell |
-497
| Closed | -$71K | – | 514 |
|
|
2018
Q1 | $71K | Buy |
+497
| New | +$71K | 0.02% | 199 |
|