Wealthcare Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $364K | Sell |
1,540
-56
| -4% | -$12.9K | 0.03% | 76 |
|
|
2026
Q1 | $343K | Buy |
1,596
+485
| +44% | +$108K | 0.03% | 75 |
|
|
2025
Q4 | $244K | Hold |
1,111
| – | – | 0.02% | 83 |
|
|
2025
Q3 | $240K | Hold |
1,111
| – | – | 0.02% | 79 |
|
|
2025
Q2 | $227K | Hold |
1,111
| – | – | 0.02% | 72 |
|
|
2025
Q1 | $216K | Buy |
+1,111
| New | +$221K | 0.02% | 85 |
|
|
2024
Q2 | – | Sell |
-1,113
| Closed | -$203K | – | 88 |
|
|
2024
Q1 | $203K | Buy |
+1,113
| New | +$196K | 0.02% | 80 |
|
|
2022
Q3 | – | Sell |
-3,064
| Closed | -$440K | – | 69 |
|
|
2022
Q2 | $440K | Hold |
3,064
| – | – | 0.05% | 46 |
|
|
2022
Q1 | $497K | Hold |
3,064
| – | – | 0.05% | 51 |
|
|
2021
Q4 | $526K | Buy |
3,064
+425
| +16% | +$70.1K | 0.05% | 54 |
|
|
2021
Q3 | $405K | Hold |
2,639
| – | – | 0.04% | 60 |
|
|
2021
Q2 | $408K | Hold |
2,639
| – | – | 0.04% | 56 |
|
|
2021
Q1 | $388K | Hold |
2,639
| – | – | 0.04% | 50 |
|
|
2020
Q4 | $373K | Sell |
2,639
-73
| -3% | -$9.89K | 0.04% | 47 |
|
|
2020
Q3 | $349K | Buy |
2,712
+868
| +47% | +$109K | 0.04% | 48 |
|
|
2020
Q2 | $216K | Hold |
1,844
| – | – | 0.03% | 51 |
|
|
2020
Q1 | $191K | Hold |
1,844
| – | – | 0.03% | 52 |
|
|
2019
Q4 | $230K | Hold |
1,844
| – | – | 0.03% | 50 |
|
|
2019
Q3 | $221K | Hold |
1,844
| – | – | 0.03% | 50 |
|
|
2019
Q2 | $212K | Hold |
1,844
| – | – | 0.03% | 51 |
|
|
2019
Q1 | $202K | Hold |
1,844
| – | – | 0.03% | 56 |
|
|
2018
Q4 | $181K | Hold |
1,844
| – | – | 0.03% | 54 |
|
|
2018
Q3 | $204K | Hold |
1,844
| – | – | 0.02% | 46 |
|
|
2018
Q2 | $187K | Hold |
1,844
| – | – | 0.02% | 49 |
|
|
2018
Q1 | $186K | Hold |
1,844
| – | – | 0.02% | 47 |
|
|
2017
Q4 | $188K | Hold |
1,844
| – | – | 0.02% | 47 |
|
|
2017
Q3 | $175K | Hold |
1,844
| – | – | 0.02% | 48 |
|
|
2017
Q2 | $171K | Hold |
1,844
| – | – | 0.02% | 50 |
|
|
2017
Q1 | $166K | Hold |
1,844
| – | – | 0.02% | 51 |
|
|
2016
Q4 | $157K | Hold |
1,844
| – | – | 0.02% | 51 |
|
|
2016
Q3 | $155K | Hold |
1,844
| – | – | 0.02% | 47 |
|
|
2016
Q2 | $153K | Hold |
1,844
| – | – | 0.02% | 46 |
|
|
2016
Q1 | $150K | Hold |
1,844
| – | – | 0.02% | 47 |
|
|
2015
Q4 | $143K | Hold |
1,844
| – | – | 0.02% | 53 |
|
|
2015
Q3 | $136K | Hold |
1,844
| – | – | 0.02% | 56 |
|
|
2015
Q2 | $145K | Sell |
1,844
-10,352
| -85% | -$839K | 0.02% | 59 |
|
|
2015
Q1 | $981K | Buy |
+12,196
| New | +$989K | 0.12% | 23 |
|
Other funds holding VIG
HWM
Wealthcare Capital Management's VIG Position: Q2 2026 in Review
Wealthcare Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q2 2026, selling an estimated $12.9K and leaving 1,540 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #76.
Wealthcare Capital Management first reported a position in VIG in Q1 2015 and has held it in 37 quarters since. The position peaked at $981K in Q1 2015. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Wealthcare Capital Management held 1,540 shares of Vanguard Dividend Appreciation ETF worth $364K as of Q2 2026.
- Wealthcare Capital Management sold 56 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $12.9K.
- Vanguard Dividend Appreciation ETF made up 0.03% of Wealthcare Capital Management's portfolio in Q2 2026, its #76 holding.
- Wealthcare Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 37 quarters since.
- Wealthcare Capital Management's Vanguard Dividend Appreciation ETF position peaked at $981K in Q1 2015.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.