Wealthcare Capital Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,399	Closed	-$233K	–	260
2015 Q3	$233K	Hold	2,399	–	–	0.03%	39
2015 Q2	$270K	Hold	2,399	–	–	0.03%	39
2015 Q1	$265K	Hold	2,399	–	–	0.03%	83
2014 Q4	$249K	Hold	2,399	–	–	0.03%	36
2014 Q3	$227K	Hold	2,399	–	–	0.03%	38
2014 Q2	$241K	Hold	2,399	–	–	0.04%	38
2014 Q1	$238K	Buy	+2,399	New	+$238K	0.04%	39

Other funds holding VTWG

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wealthcare Capital Management's VTWG Position: Q4 2015 in Review

Wealthcare Capital Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2015, closing a stake of 2,399 shares — an estimated $233K sold.

Wealthcare Capital Management first reported a position in VTWG in Q1 2014 and held it in 7 quarters. The position peaked at $270K in Q2 2015. 27 funds tracked by Wall St. Rank hold VTWG as of Q4 2015.

Wealthcare Capital Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2015 after selling out during the quarter.
Wealthcare Capital Management sold 2,399 Vanguard Russell 2000 Growth ETF shares in Q4 2015, an estimated $233K.
Wealthcare Capital Management first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2014 and held it in 7 quarters.
Wealthcare Capital Management's Vanguard Russell 2000 Growth ETF position peaked at $270K in Q2 2015.
27 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2015.

Based on Wealthcare Capital Management's 13F filing for Q4 2015, filed 13 Jan 2016.