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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,127	Closed	-$1.33M	–	87
2023 Q3	$1.33M	Sell	10,127 -129	-1%	-$17.9K	0.16%	29
2023 Q2	$1.42M	Buy	10,256 +1,629	+19%	+$217K	0.17%	25
2023 Q1	$1.16M	Buy	+8,627	New	+$1.2M	0.14%	29
2021 Q2	–	Sell	-1,231	Closed	-$166K	–	649
2021 Q1	$166K	Buy	+1,231	New	+$158K	0.02%	79
2016 Q1	–	Sell	-500	Closed	-$43K	–	232
2015 Q4	$43K	Hold	500	–	–	0.01%	90
2015 Q3	$42K	Hold	500	–	–	0.01%	97
2015 Q2	$45K	Hold	500	–	–	0.01%	111
2015 Q1	$46K	Hold	500	–	–	0.01%	267
2014 Q4	$45K	Hold	500	–	–	0.01%	89
2014 Q3	$42K	Buy	+500	New	+$43.2K	0.01%	90

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

Wealthcare Capital Management's VOE Position: Q4 2023 in Review

Wealthcare Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2023, closing a stake of 10,127 shares — an estimated $1.33M sold.

Wealthcare Capital Management first reported a position in VOE in Q3 2014 and held it in 10 quarters. The position peaked at $1.42M in Q2 2023. 971 funds tracked by Wall St. Rank hold VOE as of Q4 2023.

Wealthcare Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
Wealthcare Capital Management sold 10,127 Vanguard Mid-Cap Value ETF shares in Q4 2023, an estimated $1.33M.
Wealthcare Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2014 and held it in 10 quarters.
Wealthcare Capital Management's Vanguard Mid-Cap Value ETF position peaked at $1.42M in Q2 2023.
971 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2023.

Based on Wealthcare Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.