WDL
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Well Done LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Well Done LLC’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-105
Closed -$5K – 640
2018
Q4 		$5K Buy
+105
New +$5.05K ﹤0.01% 583

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VA
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Well Done LLC sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2019, closing a stake of 105 shares — an estimated $5K sold.

Well Done LLC first reported a position in VTIP in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 328 funds tracked by Wall St. Rank hold VTIP as of Q1 2019.

  • Well Done LLC reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 105 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2019, an estimated $5K.
  • Well Done LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 1 quarter.
  • Well Done LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5K in Q4 2018.
  • 328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2019.

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