Wealthcare Capital Management’s Vanguard Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-282	Closed	-$37K	–	654
2021 Q1	$37K	Buy	+282	New	+$35.4K	﹤0.01%	168
2020 Q1	–	Sell	-329	Closed	-$39K	–	643
2019 Q4	$39K	Hold	329	–	–	﹤0.01%	123
2019 Q3	$37K	Buy	+329	New	+$36.4K	﹤0.01%	114
2018 Q4	–	Sell	-133	Closed	-$15K	–	206
2018 Q3	$15K	Hold	133	–	–	﹤0.01%	148
2018 Q2	$14K	Sell	133 -67	-34%	-$7.01K	﹤0.01%	142
2018 Q1	$21K	Hold	200	–	–	﹤0.01%	117
2017 Q4	$21K	Buy	200 +133	+199%	+$13.7K	﹤0.01%	114
2017 Q3	$7K	Hold	67	–	–	﹤0.01%	139
2017 Q2	$6K	Hold	67	–	–	﹤0.01%	140
2017 Q1	$6K	Hold	67	–	–	﹤0.01%	141
2016 Q4	$6K	Hold	67	–	–	﹤0.01%	138
2016 Q3	$6K	Hold	67	–	–	﹤0.01%	143
2016 Q2	$6K	Hold	67	–	–	﹤0.01%	142
2016 Q1	$6K	Hold	67	–	–	﹤0.01%	152
2015 Q4	$5K	Hold	67	–	–	﹤0.01%	171
2015 Q3	$5K	Hold	67	–	–	﹤0.01%	187
2015 Q2	$6K	Sell	67 -245	-79%	-$20.9K	﹤0.01%	250
2015 Q1	$26K	Buy	312 +245	+366%	+$20.6K	﹤0.01%	361
2014 Q4	$6K	Hold	67	–	–	﹤0.01%	150
2014 Q3	$5K	Hold	67	–	–	﹤0.01%	214
2014 Q2	$5K	Hold	67	–	–	﹤0.01%	151
2014 Q1	$5K	Hold	67	–	–	﹤0.01%	145
2013 Q4	$5K	Hold	67	–	–	﹤0.01%	95
2013 Q3	$5K	Hold	67	–	–	﹤0.01%	93
2013 Q2	$5K	Buy	+67	New	+$4.53K	﹤0.01%	94

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wealthcare Capital Management's VTV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Vanguard Value ETF (VTV) in Q2 2021, closing a stake of 282 shares — an estimated $37K sold.

Wealthcare Capital Management first reported a position in VTV in Q2 2013 and held it in 25 quarters. The position peaked at $39K in Q4 2019. 1,351 funds tracked by Wall St. Rank hold VTV as of Q2 2021.

Wealthcare Capital Management reported no remaining Vanguard Value ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 282 Vanguard Value ETF shares in Q2 2021, an estimated $37K.
Wealthcare Capital Management first reported a position in Vanguard Value ETF in Q2 2013 and held it in 25 quarters.
Wealthcare Capital Management's Vanguard Value ETF position peaked at $39K in Q4 2019.
1,351 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.