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Wealthcare Capital Management’s US Treasury 7 Year Note ETF USVN Stock Holding History

Wealthcare Capital Management’s Portfolio USVN Stock Details USVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,110
Closed -$386K – 93
2024
Q2 		$386K Hold
8,110
– – 0.04% 59
2024
Q1 		$389K Sell
8,110
-764
-9% -$36.7K 0.04% 59
2023
Q4 		$433K Buy
8,874
+764
+9% +$36.1K 0.05% 55
2023
Q3 		$381K Buy
+8,110
New +$389K 0.05% 53

Other funds holding USVN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Wealthcare Capital Management's USVN Position: Q3 2024 in Review

Wealthcare Capital Management sold out of US Treasury 7 Year Note ETF (USVN) in Q3 2024, closing a stake of 8,110 shares — an estimated $386K sold.

Wealthcare Capital Management first reported a position in USVN in Q3 2023 and held it in 4 quarters. The position peaked at $433K in Q4 2023. 6 funds tracked by Wall St. Rank hold USVN as of Q3 2024.

  • Wealthcare Capital Management reported no remaining US Treasury 7 Year Note ETF position as of Q3 2024 after selling out during the quarter.
  • Wealthcare Capital Management sold 8,110 US Treasury 7 Year Note ETF shares in Q3 2024, an estimated $386K.
  • Wealthcare Capital Management first reported a position in US Treasury 7 Year Note ETF in Q3 2023 and held it in 4 quarters.
  • Wealthcare Capital Management's US Treasury 7 Year Note ETF position peaked at $433K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Treasury 7 Year Note ETF as of Q3 2024.

Based on Wealthcare Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.