Wealthcare Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-308	Closed	-$10K	–	215
2016 Q3	$10K	Hold	308	–	–	﹤0.01%	125
2016 Q2	$10K	Sell	308 -2,148	-87%	-$65.6K	﹤0.01%	123
2016 Q1	$74K	Buy	2,456 +2,148	+697%	+$60.8K	0.01%	68
2015 Q4	$9K	Buy	+308	New	+$9.39K	﹤0.01%	147

Other funds holding VO

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Wealthcare Capital Management's VO Position: Q4 2016 in Review

Wealthcare Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2016, closing a stake of 308 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in VO in Q4 2015 and held it in 4 quarters. The position peaked at $74K in Q1 2016. 566 funds tracked by Wall St. Rank hold VO as of Q4 2016.

Wealthcare Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
Wealthcare Capital Management sold 308 Vanguard Mid-Cap ETF shares in Q4 2016, an estimated $10K.
Wealthcare Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and held it in 4 quarters.
Wealthcare Capital Management's Vanguard Mid-Cap ETF position peaked at $74K in Q1 2016.
566 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2016.

Based on Wealthcare Capital Management's 13F filing for Q4 2016, filed 12 Jan 2017.