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Well Done LLC’s Vanguard Total Bond Market BND Stock Holding History

Well Done LLC’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,402
Closed -$428K – 204
2018
Q4 		$428K Buy
+5,402
New +$422K 0.12% 90

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MFRM
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Northwestern Mutual Wealth Management
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Well Done LLC sold out of Vanguard Total Bond Market (BND) in Q1 2019, closing a stake of 5,402 shares — an estimated $428K sold.

Well Done LLC first reported a position in BND in Q4 2018 and held it in 1 quarter. The position peaked at $428K in Q4 2018. 749 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • Well Done LLC reported no remaining Vanguard Total Bond Market position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 5,402 Vanguard Total Bond Market shares in Q1 2019, an estimated $428K.
  • Well Done LLC first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 1 quarter.
  • Well Done LLC's Vanguard Total Bond Market position peaked at $428K in Q4 2018.
  • 749 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

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