Wealthcare Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Wealthcare Capital Management’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-85	Closed	-$7K	–	256
2015 Q3	$7K	Hold	85	–	–	﹤0.01%	178
2015 Q2	$9K	Hold	85	–	–	﹤0.01%	221
2015 Q1	$9K	Hold	85	–	–	﹤0.01%	510
2014 Q4	$9K	Hold	85	–	–	﹤0.01%	136
2014 Q3	$11K	Hold	85	–	–	﹤0.01%	141
2014 Q2	$12K	Hold	85	–	–	﹤0.01%	121
2014 Q1	$11K	Hold	85	–	–	﹤0.01%	122
2013 Q4	$11K	Hold	85	–	–	﹤0.01%	80
2013 Q3	$10K	Hold	85	–	–	﹤0.01%	80
2013 Q2	$10K	Buy	+85	New	+$9.62K	﹤0.01%	80

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Wealthcare Capital Management's VDE Position: Q4 2015 in Review

Wealthcare Capital Management sold out of Vanguard Energy ETF (VDE) in Q4 2015, closing a stake of 85 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in VDE in Q2 2013 and held it in 10 quarters. The position peaked at $12K in Q2 2014. 234 funds tracked by Wall St. Rank hold VDE as of Q4 2015.

Wealthcare Capital Management reported no remaining Vanguard Energy ETF position as of Q4 2015 after selling out during the quarter.
Wealthcare Capital Management sold 85 Vanguard Energy ETF shares in Q4 2015, an estimated $7K.
Wealthcare Capital Management first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 10 quarters.
Wealthcare Capital Management's Vanguard Energy ETF position peaked at $12K in Q2 2014.
234 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2015.

Based on Wealthcare Capital Management's 13F filing for Q4 2015, filed 13 Jan 2016.