Wealthcare Capital Management’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,014	Closed	-$43K	–	656
2021 Q1	$43K	Buy	+1,014	New	+$43.4K	﹤0.01%	152
2016 Q1	–	Sell	-3,000	Closed	-$53K	–	234
2015 Q4	$53K	Hold	3,000	–	–	0.01%	82
2015 Q3	$50K	Hold	3,000	–	–	0.01%	92
2015 Q2	$54K	Hold	3,000	–	–	0.01%	100
2015 Q1	$52K	Hold	3,000	–	–	0.01%	247
2014 Q4	$52K	Hold	3,000	–	–	0.01%	84
2014 Q3	$50K	Buy	+3,000	New	+$50K	0.01%	86

Other funds holding VUG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

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

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

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

Wealthcare Capital Management sold out of Vanguard Growth ETF (VUG) in Q2 2021, closing a stake of 1,014 shares — an estimated $43K sold.

Wealthcare Capital Management first reported a position in VUG in Q3 2014 and held it in 7 quarters. The position peaked at $54K in Q2 2015. 1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

Wealthcare Capital Management reported no remaining Vanguard Growth ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 1,014 Vanguard Growth ETF shares in Q2 2021, an estimated $43K.
Wealthcare Capital Management first reported a position in Vanguard Growth ETF in Q3 2014 and held it in 7 quarters.
Wealthcare Capital Management's Vanguard Growth ETF position peaked at $54K in Q2 2015.
1,415 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2021.

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