WDL
BLV icon

Well Done LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Well Done LLC’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-28
Closed -$2K – 203
2018
Q4 		$2K Buy
+28
New +$2.39K ﹤0.01% 628

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Well Done LLC's BLV Position: Q1 2019 in Review

Well Done LLC sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2019, closing a stake of 28 shares — an estimated $2K sold.

Well Done LLC first reported a position in BLV in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 170 funds tracked by Wall St. Rank hold BLV as of Q1 2019.

  • Well Done LLC reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 28 Vanguard Long-Term Bond ETF shares in Q1 2019, an estimated $2K.
  • Well Done LLC first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and held it in 1 quarter.
  • Well Done LLC's Vanguard Long-Term Bond ETF position peaked at $2K in Q4 2018.
  • 170 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.