Wealthcare Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$827K Sell
1,204
-70
-5% -$46.7K 0.08% 45
2026
Q1
$761K Sell
1,274
-51
-4% -$31.9K 0.08% 47
2025
Q4
$831K Buy
1,325
+256
+24% +$159K 0.08% 40
2025
Q3
$655K Sell
1,069
-12
-1% -$7.07K 0.07% 47
2025
Q2
$614K Sell
1,081
-34
-3% -$17.9K 0.06% 45
2025
Q1
$573K Sell
1,115
-4
-0.4% -$2.16K 0.06% 51
2024
Q4
$603K Sell
1,119
-63
-5% -$34.1K 0.06% 51
2024
Q3
$624K Sell
1,182
-75
-6% -$38.1K 0.06% 50
2024
Q2
$629K Sell
1,257
-112
-8% -$53.9K 0.07% 48
2024
Q1
$658K Sell
1,369
-76
-5% -$34.8K 0.07% 45
2023
Q4
$631K Sell
1,445
-528
-27% -$216K 0.07% 47
2023
Q3
$775K Buy
1,973
+338
+21% +$138K 0.09% 40
2023
Q2
$666K Buy
1,635
+70
+4% +$27K 0.08% 38
2023
Q1
$589K Buy
1,565
+374
+31% +$137K 0.07% 41
2022
Q4
$418K Sell
1,191
-58
-5% -$20.5K 0.05% 51
2022
Q3
$410K Buy
1,249
+43
+4% +$15.7K 0.05% 46
2022
Q2
$418K Hold
1,206
0.05% 50
2022
Q1
$501K Sell
1,206
-80
-6% -$32.8K 0.05% 49
2021
Q4
$561K Sell
1,286
-79
-6% -$33.3K 0.05% 52
2021
Q3
$538K Sell
1,365
-50
-4% -$20.3K 0.05% 46
2021
Q2
$557K Hold
1,415
0.05% 43
2021
Q1
$515K Hold
1,415
0.05% 38
2020
Q4
$486K Hold
1,415
0.05% 41
2020
Q3
$435K Sell
1,415
-99
-7% -$30.2K 0.05% 42
2020
Q2
$429K Sell
1,514
-521
-26% -$140K 0.05% 40
2020
Q1
$482K Buy
+2,035
New +$570K 0.06% 33
2019
Q2
Sell
-120
Closed -$31K 192
2019
Q1
$31K Buy
+120
New +$30K ﹤0.01% 114
2017
Q4
Sell
-18
Closed -$4K 237
2017
Q3
$4K Hold
18
﹤0.01% 153
2017
Q2
$4K Hold
18
﹤0.01% 147
2017
Q1
$4K Hold
18
﹤0.01% 149
2016
Q4
$4K Sell
18
-142
-89% -$28.5K ﹤0.01% 149
2016
Q3
$32K Hold
160
﹤0.01% 92
2016
Q2
$31K Buy
160
+18
+13% +$3.43K ﹤0.01% 89
2016
Q1
$27K Hold
142
﹤0.01% 101
2015
Q4
$27K Buy
+142
New +$26.7K ﹤0.01% 107

Other funds holding VOO

Wealthcare Capital Management's VOO Position: Q2 2026 in Review

Wealthcare Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q2 2026, selling an estimated $46.7K and leaving 1,204 shares worth $827K. The position accounts for 0.08% of the portfolio, ranked #45.

Wealthcare Capital Management first reported a position in VOO in Q4 2015 and has held it in 35 quarters since. The position peaked at $831K in Q4 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wealthcare Capital Management held 1,204 shares of Vanguard S&P 500 ETF worth $827K as of Q2 2026.
  • Wealthcare Capital Management sold 70 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $46.7K.
  • Vanguard S&P 500 ETF made up 0.08% of Wealthcare Capital Management's portfolio in Q2 2026, its #45 holding.
  • Wealthcare Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 35 quarters since.
  • Wealthcare Capital Management's Vanguard S&P 500 ETF position peaked at $831K in Q4 2025.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.