Wealthcare Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $361K | Hold |
1,050
| – | – | 0.03% | 78 |
|
|
2026
Q1 | $314K | Hold |
1,050
| – | – | 0.03% | 77 |
|
|
2025
Q4 | $331K | Hold |
1,050
| – | – | 0.03% | 71 |
|
|
2025
Q3 | $323K | Hold |
1,050
| – | – | 0.03% | 69 |
|
|
2025
Q2 | $300K | Hold |
1,050
| – | – | 0.03% | 67 |
|
|
2025
Q1 | $270K | Hold |
1,050
| – | – | 0.03% | 77 |
|
|
2024
Q4 | $283K | Hold |
1,050
| – | – | 0.03% | 75 |
|
|
2024
Q3 | $276K | Hold |
1,050
| – | – | 0.03% | 73 |
|
|
2024
Q2 | $262K | Hold |
1,050
| – | – | 0.03% | 72 |
|
|
2024
Q1 | $252K | Sell |
1,050
-45
| -4% | -$10.3K | 0.03% | 74 |
|
|
2023
Q4 | $239K | Buy |
1,095
+45
| +4% | +$9.2K | 0.03% | 76 |
|
|
2023
Q3 | $205K | Hold |
1,050
| – | – | 0.03% | 73 |
|
|
2023
Q2 | $213K | Buy |
+1,050
| New | +$201K | 0.02% | 72 |
|
|
2022
Q2 | – | Sell |
-1,050
| Closed | -$219K | – | 82 |
|
|
2022
Q1 | $219K | Hold |
1,050
| – | – | 0.02% | 76 |
|
|
2021
Q4 | $232K | Hold |
1,050
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $211K | Hold |
1,050
| – | – | 0.02% | 75 |
|
|
2021
Q2 | $211K | Hold |
1,050
| – | – | 0.02% | 74 |
|
|
2021
Q1 | $195K | Buy |
+1,050
| New | +$190K | 0.02% | 70 |
|
|
2020
Q2 | – | Sell |
-1,050
| Closed | -$124K | – | 243 |
|
|
2020
Q1 | $124K | Hold |
1,050
| – | – | 0.02% | 62 |
|
|
2019
Q4 | $155K | Hold |
1,050
| – | – | 0.02% | 66 |
|
|
2019
Q3 | $143K | Hold |
1,050
| – | – | 0.02% | 67 |
|
|
2019
Q2 | $141K | Hold |
1,050
| – | – | 0.02% | 62 |
|
|
2019
Q1 | $136K | Hold |
1,050
| – | – | 0.02% | 64 |
|
|
2018
Q4 | $121K | Hold |
1,050
| – | – | 0.02% | 64 |
|
|
2018
Q3 | $140K | Hold |
1,050
| – | – | 0.02% | 56 |
|
|
2018
Q2 | $131K | Sell |
1,050
-69
| -6% | -$8.57K | 0.01% | 58 |
|
|
2018
Q1 | $136K | Hold |
1,119
| – | – | 0.02% | 54 |
|
|
2017
Q4 | $137K | Sell |
1,119
-300
| -21% | -$35.8K | 0.02% | 54 |
|
|
2017
Q3 | $164K | Hold |
1,419
| – | – | 0.02% | 50 |
|
|
2017
Q2 | $158K | Hold |
1,419
| – | – | 0.02% | 52 |
|
|
2017
Q1 | $153K | Buy |
1,419
+1,050
| +285% | +$112K | 0.02% | 53 |
|
|
2016
Q4 | $38K | Hold |
369
| – | – | ﹤0.01% | 88 |
|
|
2016
Q3 | $37K | Hold |
369
| – | – | ﹤0.01% | 85 |
|
|
2016
Q2 | $35K | Hold |
369
| – | – | ﹤0.01% | 82 |
|
|
2016
Q1 | $35K | Hold |
369
| – | – | ﹤0.01% | 89 |
|
|
2015
Q4 | $35K | Sell |
369
-300
| -45% | -$28.2K | ﹤0.01% | 96 |
|
|
2015
Q3 | $59K | Hold |
669
| – | – | 0.01% | 85 |
|
|
2015
Q2 | $63K | Hold |
669
| – | – | 0.01% | 90 |
|
|
2015
Q1 | $64K | Hold |
669
| – | – | 0.01% | 201 |
|
|
2014
Q4 | $63K | Hold |
669
| – | – | 0.01% | 75 |
|
|
2014
Q3 | $61K | Hold |
669
| – | – | 0.01% | 75 |
|
|
2014
Q2 | $60K | Hold |
669
| – | – | 0.01% | 75 |
|
|
2014
Q1 | $58K | Hold |
669
| – | – | 0.01% | 73 |
|
|
2013
Q4 | $57K | Hold |
669
| – | – | 0.01% | 44 |
|
|
2013
Q3 | $52K | Hold |
669
| – | – | 0.01% | 41 |
|
|
2013
Q2 | $49K | Buy |
+669
| New | +$49.3K | 0.01% | 44 |
|
Other funds holding VV
MAV
TPI
QCM
AH
SB
JWS
AWM
MWP
KCM
AIA