WCM
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Wealthcare Capital Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Wealthcare Capital Management’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
6,401
-344
-5% -$53.4K 0.1% 39
2026
Q1 		$978K Buy
6,745
+41
+0.6% +$6.08K 0.1% 39
2025
Q4 		$946K Buy
6,704
+3,034
+83% +$422K 0.09% 37
2025
Q3 		$506K Buy
3,670
+199
+6% +$26.6K 0.05% 56
2025
Q2 		$455K Sell
3,471
-3,077
-47% -$386K 0.05% 54
2025
Q1 		$844K Sell
6,548
-349
-5% -$45.1K 0.09% 40
2024
Q4 		$862K Sell
6,897
-301
-4% -$38.8K 0.09% 37
2024
Q3 		$923K Sell
7,198
-522
-7% -$64.4K 0.09% 40
2024
Q2 		$915K Sell
7,720
-168
-2% -$19.8K 0.1% 35
2024
Q1 		$943K Sell
7,888
-199
-2% -$22.5K 0.1% 38
2023
Q4 		$884K Sell
8,087
-701
-8% -$72.4K 0.1% 37
2023
Q3 		$891K Sell
8,788
-784
-8% -$82.2K 0.11% 36
2023
Q2 		$993K Sell
9,572
-552
-5% -$56.2K 0.12% 32
2023
Q1 		$1.02M Buy
10,124
+240
+2% +$24.5K 0.12% 30
2022
Q4 		$1.02M Buy
9,884
+1,284
+15% +$129K 0.13% 31
2022
Q3 		$773K Buy
8,600
+567
+7% +$55.7K 0.1% 32
2022
Q2 		$773K Buy
8,033
+75
+0.9% +$7.68K 0.08% 33
2022
Q1 		$854K Buy
7,958
+742
+10% +$78.7K 0.08% 38
2021
Q4 		$771K Buy
7,216
+251
+4% +$26K 0.07% 41
2021
Q3 		$682K Buy
6,965
+992
+17% +$100K 0.07% 39
2021
Q2 		$595K Buy
5,973
+755
+14% +$75K 0.06% 41
2021
Q1 		$497K Buy
5,218
+2,366
+83% +$215K 0.05% 40
2020
Q4 		$248K Buy
+2,852
New +$234K 0.03% 56

Other funds holding MGV

PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return