WCM
Wealthcare Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $359M | Sell |
1,182,371
-50,698
| -4% | -$15.4M | 37.99% | 1 |
|
2025
Q1 | $339M | Sell |
1,233,069
-55,090
| -4% | -$15.1M | 34.37% | 1 |
|
2024
Q4 | $373M | Sell |
1,288,159
-68,968
| -5% | -$20M | 37.61% | 1 |
|
2024
Q3 | $384M | Sell |
1,357,127
-82,000
| -6% | -$23.2M | 38.54% | 1 |
|
2024
Q2 | $385M | Sell |
1,439,127
-70,454
| -5% | -$18.8M | 40.85% | 1 |
|
2024
Q1 | $392M | Sell |
1,509,581
-73,703
| -5% | -$19.2M | 43.58% | 1 |
|
2023
Q4 | $376M | Sell |
1,583,284
-14,308
| -0.9% | -$3.39M | 42.83% | 1 |
|
2023
Q3 | $339M | Sell |
1,597,592
-76,771
| -5% | -$16.3M | 41.57% | 1 |
|
2023
Q2 | $369M | Sell |
1,674,363
-40,159
| -2% | -$8.85M | 43.19% | 1 |
|
2023
Q1 | $350M | Sell |
1,714,522
-13,277
| -0.8% | -$2.71M | 42.7% | 1 |
|
2022
Q4 | $330M | Sell |
1,727,799
-50,717
| -3% | -$9.7M | 42.27% | 1 |
|
2022
Q3 | $319M | Sell |
1,778,516
-205,245
| -10% | -$36.8M | 40.36% | 1 |
|
2022
Q2 | $374M | Buy |
1,983,761
+77,469
| +4% | +$14.6M | 40.99% | 1 |
|
2022
Q1 | $434M | Sell |
1,906,292
-1,064
| -0.1% | -$242K | 42.19% | 1 |
|
2021
Q4 | $462M | Sell |
1,907,356
-44,980
| -2% | -$10.9M | 42.4% | 1 |
|
2021
Q3 | $434M | Sell |
1,952,336
-56,358
| -3% | -$12.5M | 41.97% | 1 |
|
2021
Q2 | $448M | Sell |
2,008,694
-71,542
| -3% | -$15.9M | 43.02% | 1 |
|
2021
Q1 | $430M | Sell |
2,080,236
-97,265
| -4% | -$20.1M | 43.17% | 1 |
|
2020
Q4 | $424M | Sell |
2,177,501
-68,265
| -3% | -$13.3M | 44.15% | 1 |
|
2020
Q3 | $382M | Sell |
2,245,766
-26,916
| -1% | -$4.58M | 43.5% | 1 |
|
2020
Q2 | $356M | Sell |
2,272,682
-221,724
| -9% | -$34.7M | 43.3% | 1 |
|
2020
Q1 | $322M | Buy |
2,494,406
+349,922
| +16% | +$45.1M | 43.29% | 1 |
|
2019
Q4 | $351M | Sell |
2,144,484
-66,953
| -3% | -$11M | 41.79% | 1 |
|
2019
Q3 | $334M | Buy |
2,211,437
+234,187
| +12% | +$35.4M | 41.03% | 1 |
|
2019
Q2 | $297M | Sell |
1,977,250
-4,903
| -0.2% | -$736K | 40.97% | 1 |
|
2019
Q1 | $287M | Buy |
1,982,153
+12,566
| +0.6% | +$1.82M | 40.87% | 1 |
|
2018
Q4 | $251M | Sell |
1,969,587
-651,981
| -25% | -$83.2M | 38.84% | 1 |
|
2018
Q3 | $392M | Sell |
2,621,568
-202,796
| -7% | -$30.3M | 45.99% | 1 |
|
2018
Q2 | $397M | Buy |
2,824,364
+21,300
| +0.8% | +$2.99M | 45.14% | 1 |
|
2018
Q1 | $380M | Sell |
2,803,064
-85,100
| -3% | -$11.5M | 43.49% | 1 |
|
2017
Q4 | $396M | Sell |
2,888,164
-286,689
| -9% | -$39.3M | 44.67% | 1 |
|
2017
Q3 | $411M | Buy |
3,174,853
+11,014
| +0.3% | +$1.43M | 45.4% | 1 |
|
2017
Q2 | $394M | Sell |
3,163,839
-156,528
| -5% | -$19.5M | 44.87% | 1 |
|
2017
Q1 | $403M | Buy |
3,320,367
+49,587
| +2% | +$6.02M | 44.18% | 1 |
|
2016
Q4 | $377M | Sell |
3,270,780
-192,372
| -6% | -$22.2M | 43.72% | 1 |
|
2016
Q3 | $386M | Sell |
3,463,152
-70,559
| -2% | -$7.86M | 43.29% | 2 |
|
2016
Q2 | $379M | Sell |
3,533,711
-48,242
| -1% | -$5.17M | 43.23% | 2 |
|
2016
Q1 | $375M | Buy |
3,581,953
+293,211
| +9% | +$30.7M | 43.86% | 1 |
|
2015
Q4 | $343M | Sell |
3,288,742
-219,974
| -6% | -$22.9M | 42.16% | 2 |
|
2015
Q3 | $346M | Buy |
3,508,716
+60,209
| +2% | +$5.94M | 42.05% | 2 |
|
2015
Q2 | $369M | Buy |
3,448,507
+185,699
| +6% | +$19.9M | 43.49% | 1 |
|
2015
Q1 | $350M | Buy |
3,262,808
+205,763
| +7% | +$22.1M | 41.62% | 1 |
|
2014
Q4 | $324M | Buy |
3,057,045
+43,211
| +1% | +$4.58M | 44.53% | 1 |
|
2014
Q3 | $305M | Buy |
3,013,834
+55,833
| +2% | +$5.65M | 43.99% | 1 |
|
2014
Q2 | $301M | Buy |
2,958,001
+66,228
| +2% | +$6.74M | 44.52% | 1 |
|
2014
Q1 | $282M | Buy |
2,891,773
+24,953
| +0.9% | +$2.43M | 44.44% | 1 |
|
2013
Q4 | $275M | Sell |
2,866,820
-82,449
| -3% | -$7.91M | 45.96% | 1 |
|
2013
Q3 | $259M | Sell |
2,949,269
-38,974
| -1% | -$3.42M | 44.21% | 2 |
|
2013
Q2 | $247M | Buy |
+2,988,243
| New | +$247M | 44.65% | 2 |
|