Well Done LLC’s Vanguard Health Care ETF VHT Stock Holding History

Well Done LLC’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,382	Closed	-$589K	–	191
2021 Q3	$589K	Buy	+2,382	New	+$611K	0.13%	98
2020 Q2	–	Sell	-6,425	Closed	-$1.07M	–	158
2020 Q1	$1.07M	Sell	6,425 -2,275	-26%	-$416K	0.32%	53
2019 Q4	$1.67M	Hold	8,700	–	–	0.39%	46
2019 Q3	$1.46M	Hold	8,700	–	–	0.36%	49
2019 Q2	$1.51M	Buy	8,700 +2,283	+36%	+$385K	0.35%	51
2019 Q1	$1.11M	Buy	6,417 +30	+0.5%	+$5.08K	0.27%	56
2018 Q4	$1.03M	Buy	6,387 +2,548	+66%	+$432K	0.29%	52
2018 Q3	$693K	Hold	3,839	–	–	0.2%	66
2018 Q2	$610K	Hold	3,839	–	–	0.18%	69
2018 Q1	$589K	Hold	3,839	–	–	0.18%	58
2017 Q4	$592K	Hold	3,839	–	–	0.19%	62
2017 Q3	$585K	Hold	3,839	–	–	0.18%	74
2017 Q2	$566K	Hold	3,839	–	–	0.2%	55
2017 Q1	$529K	Buy	+3,839	New	+$517K	0.19%	57

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Well Done LLC's VHT Position: Q4 2021 in Review

Well Done LLC sold out of Vanguard Health Care ETF (VHT) in Q4 2021, closing a stake of 2,382 shares — an estimated $589K sold.

Well Done LLC first reported a position in VHT in Q1 2017 and held it in 14 quarters. The position peaked at $1.67M in Q4 2019. 869 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

Well Done LLC reported no remaining Vanguard Health Care ETF position as of Q4 2021 after selling out during the quarter.
Well Done LLC sold 2,382 Vanguard Health Care ETF shares in Q4 2021, an estimated $589K.
Well Done LLC first reported a position in Vanguard Health Care ETF in Q1 2017 and held it in 14 quarters.
Well Done LLC's Vanguard Health Care ETF position peaked at $1.67M in Q4 2019.
869 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Well Done LLC's 13F filing for Q4 2021, filed 21 Jan 2022.