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Wealthcare Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealthcare Capital Management’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,614
Closed -$130K – 446
2015
Q1 		$130K Buy
+1,614
New +$130K 0.02% 127

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AUIM
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Envestnet Asset Management
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IA
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Wealthcare Capital Management's BSV Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2015, closing a stake of 1,614 shares — an estimated $130K sold.

Wealthcare Capital Management first reported a position in BSV in Q1 2015 and held it in 1 quarter. The position peaked at $130K in Q1 2015. 417 funds tracked by Wall St. Rank hold BSV as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,614 Vanguard Short-Term Bond ETF shares in Q2 2015, an estimated $130K.
  • Wealthcare Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Vanguard Short-Term Bond ETF position peaked at $130K in Q1 2015.
  • 417 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.