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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-794	Closed	-$79K	–	233
2015 Q4	$79K	Sell	794 -215	-21%	-$21.8K	0.01%	74
2015 Q3	$98K	Sell	1,009 -560	-36%	-$58.4K	0.01%	66
2015 Q2	$167K	Sell	1,569 -484	-24%	-$52.4K	0.02%	50
2015 Q1	$222K	Buy	2,053 +1,439	+234%	+$150K	0.03%	97
2014 Q4	$62K	Hold	614	–	–	0.01%	76
2014 Q3	$59K	Buy	+614	New	+$59.5K	0.01%	76

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Wealthcare Capital Management's VOT Position: Q1 2016 in Review

Wealthcare Capital Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2016, closing a stake of 794 shares — an estimated $79K sold.

Wealthcare Capital Management first reported a position in VOT in Q3 2014 and held it in 6 quarters. The position peaked at $222K in Q1 2015. 228 funds tracked by Wall St. Rank hold VOT as of Q1 2016.

Wealthcare Capital Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
Wealthcare Capital Management sold 794 Vanguard Mid-Cap Growth ETF shares in Q1 2016, an estimated $79K.
Wealthcare Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2014 and held it in 6 quarters.
Wealthcare Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $222K in Q1 2015.
228 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2016.

Based on Wealthcare Capital Management's 13F filing for Q1 2016, filed 20 Sep 2017.