WCM
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Wealthcare Capital Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Wealthcare Capital Management’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,713
Closed -$324K – 89
2023
Q3 		$324K Sell
2,713
-306
-10% -$38.6K 0.04% 58
2023
Q2 		$373K Buy
3,019
+819
+37% +$97.3K 0.04% 54
2023
Q1 		$265K Buy
+2,200
New +$280K 0.03% 62
2021
Q2 		– Sell
-447
Closed -$62K – 655
2021
Q1 		$62K Buy
+447
New +$59.2K 0.01% 128
2015
Q4 		– Sell
-4,326
Closed -$337K – 261
2015
Q3 		$337K Hold
4,326
– – 0.04% 33
2015
Q2 		$383K Hold
4,326
– – 0.05% 30
2015
Q1 		$389K Hold
4,326
– – 0.05% 64
2014
Q4 		$381K Hold
4,326
– – 0.05% 28
2014
Q3 		$355K Hold
4,326
– – 0.05% 28
2014
Q2 		$387K Hold
4,326
– – 0.06% 27
2014
Q1 		$378K Buy
+4,326
New +$369K 0.06% 27

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