WDL
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Well Done LLC’s Vanguard Financials ETF VFH Stock Holding History

Well Done LLC’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-225
Closed -$13K – 629
2018
Q4 		$13K Buy
+225
New +$14.6K ﹤0.01% 432
2018
Q2 		– Sell
-225
Closed -$16K – 498
2018
Q1 		$16K Buy
+225
New +$16.2K 0.01% 370

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Well Done LLC sold out of Vanguard Financials ETF (VFH) in Q1 2019, closing a stake of 225 shares — an estimated $13K sold.

Well Done LLC first reported a position in VFH in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 376 funds tracked by Wall St. Rank hold VFH as of Q1 2019.

  • Well Done LLC reported no remaining Vanguard Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 225 Vanguard Financials ETF shares in Q1 2019, an estimated $13K.
  • Well Done LLC first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Vanguard Financials ETF position peaked at $16K in Q1 2018.
  • 376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2019.

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