Wealthcare Capital Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-33,228	Closed	-$793K	–	258
2015 Q3	$793K	Hold	33,228	–	–	0.1%	17
2015 Q2	$841K	Hold	33,228	–	–	0.1%	17
2015 Q1	$843K	Hold	33,228	–	–	0.1%	29
2014 Q4	$815K	Hold	33,228	–	–	0.11%	15
2014 Q3	$783K	Hold	33,228	–	–	0.11%	15
2014 Q2	$773K	Hold	33,228	–	–	0.11%	15
2014 Q1	$739K	Buy	+33,228	New	+$732K	0.12%	16

Other funds holding VONG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2015, closing a stake of 33,228 shares — an estimated $793K sold.

Wealthcare Capital Management first reported a position in VONG in Q1 2014 and held it in 7 quarters. The position peaked at $843K in Q1 2015. 47 funds tracked by Wall St. Rank hold VONG as of Q4 2015.

Wealthcare Capital Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2015 after selling out during the quarter.
Wealthcare Capital Management sold 33,228 Vanguard Russell 1000 Growth ETF shares in Q4 2015, an estimated $793K.
Wealthcare Capital Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2014 and held it in 7 quarters.
Wealthcare Capital Management's Vanguard Russell 1000 Growth ETF position peaked at $843K in Q1 2015.
47 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2015.

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