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Well Done LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Well Done LLC’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-210
Closed -$17K – 168
2018
Q1 		$17K Buy
+210
New +$17.2K 0.01% 357

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Well Done LLC's BIV Position: Q2 2018 in Review

Well Done LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 210 shares — an estimated $17K sold.

Well Done LLC first reported a position in BIV in Q1 2018 and held it in 1 quarter. The position peaked at $17K in Q1 2018. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

  • Well Done LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Well Done LLC sold 210 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $17K.
  • Well Done LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 1 quarter.
  • Well Done LLC's Vanguard Intermediate-Term Bond ETF position peaked at $17K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.