WCM
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Wealthcare Capital Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Wealthcare Capital Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Buy
+8,871
New +$453K 0.04% 64
2024
Q2 		– Sell
-6,173
Closed -$323K – 87
2024
Q1 		$323K Buy
6,173
+430
+7% +$22.2K 0.04% 66
2023
Q4 		$297K Sell
5,743
-1,461
-20% -$72.4K 0.03% 69
2023
Q3 		$354K Buy
7,204
+225
+3% +$11.4K 0.04% 55
2023
Q2 		$358K Buy
6,979
+664
+11% +$34K 0.04% 55
2023
Q1 		$327K Buy
+6,315
New +$326K 0.04% 56
2022
Q4 		– Sell
-5,795
Closed -$289K – 73
2022
Q3 		$289K Sell
5,795
-1,867
-24% -$99.6K 0.04% 58
2022
Q2 		$413K Sell
7,662
-404
-5% -$22.1K 0.05% 51
2022
Q1 		$463K Sell
8,066
-173
-2% -$10.3K 0.05% 55
2021
Q4 		$514K Buy
8,239
+1,615
+24% +$101K 0.05% 57
2021
Q3 		$414K Hold
6,624
– – 0.04% 59
2021
Q2 		$421K Buy
6,624
+856
+15% +$53.8K 0.04% 54
2021
Q1 		$358K Sell
5,768
-199
-3% -$12.4K 0.04% 53
2020
Q4 		$367K Sell
5,967
-1,967
-25% -$119K 0.04% 48
2020
Q3 		$474K Buy
7,934
+337
+4% +$20.2K 0.05% 38
2020
Q2 		$450K Sell
7,597
-2,001
-21% -$113K 0.05% 37
2020
Q1 		$502K Sell
9,598
-2,913
-23% -$179K 0.07% 31
2019
Q4 		$801K Sell
12,511
-306
-2% -$19.6K 0.1% 30
2019
Q3 		$826K Buy
12,817
+530
+4% +$34K 0.1% 30
2019
Q2 		$784K Buy
12,287
+1,103
+10% +$69.6K 0.11% 29
2019
Q1 		$702K Buy
11,184
+745
+7% +$45.9K 0.1% 30
2018
Q4 		$637K Buy
10,439
+1,513
+17% +$92.2K 0.1% 32
2018
Q3 		$556K Buy
8,926
+143
+2% +$8.97K 0.07% 28
2018
Q2 		$553K Buy
8,783
+601
+7% +$37.5K 0.06% 29
2018
Q1 		$507K Buy
8,182
+1,772
+28% +$110K 0.06% 29
2017
Q4 		$400K Buy
6,410
+684
+12% +$42.7K 0.05% 33
2017
Q3 		$359K Buy
5,726
+1,137
+25% +$70.8K 0.04% 34
2017
Q2 		$284K Buy
4,589
+1,317
+40% +$81.3K 0.03% 37
2017
Q1 		$200K Buy
3,272
+2,246
+219% +$135K 0.02% 45
2016
Q4 		$61K Buy
1,026
+197
+24% +$12K 0.01% 71
2016
Q3 		$53K Buy
829
+14
+2% +$904 0.01% 71
2016
Q2 		$53K Buy
815
+213
+35% +$13.5K 0.01% 68
2016
Q1 		$38K Sell
602
-719
-54% -$44.7K ﹤0.01% 87
2015
Q4 		$82K Sell
1,321
-687
-34% -$42.2K 0.01% 71
2015
Q3 		$123K Buy
2,008
+1,742
+655% +$105K 0.01% 59
2015
Q2 		$16K Sell
266
-141
-35% -$8.7K ﹤0.01% 166
2015
Q1 		$25K Buy
+407
New +$25.4K ﹤0.01% 368
2014
Q4 		– Sell
-113
Closed -$7K – 225
2014
Q3 		$7K Buy
+113
New +$6.83K ﹤0.01% 189

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OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return