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

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return