WCM
VQT

Wealthcare Capital Management’s iPath S&P VEQTOR ETN VQT Stock Holding History

Wealthcare Capital Management’s Portfolio VQT Stock Details VQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-85
Closed -$13K – 945
2015
Q1 		$13K Buy
+85
New +$13K ﹤0.01% 466

Other funds holding VQT

Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthcare Capital Management's VQT Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iPath S&P VEQTOR ETN (VQT) in Q2 2015, closing a stake of 85 shares — an estimated $13K sold.

Wealthcare Capital Management first reported a position in VQT in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 46 funds tracked by Wall St. Rank hold VQT as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iPath S&P VEQTOR ETN position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 85 iPath S&P VEQTOR ETN shares in Q2 2015, an estimated $13K.
  • Wealthcare Capital Management first reported a position in iPath S&P VEQTOR ETN in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iPath S&P VEQTOR ETN position peaked at $13K in Q1 2015.
  • 46 funds tracked by Wall St. Rank held iPath S&P VEQTOR ETN as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.