WCM

Wealthcare Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	-$10.8K	0.03%	74
2023 Q4	$239K	Buy	1,095 +45	+4%	+$9.82K	0.03%	76
2023 Q3	$205K	Hold	1,050	–	–	0.03%	73
2023 Q2	$213K	Buy	+1,050	New	+$213K	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	+$195K	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%	-$8.61K	0.01%	58
2018 Q1	$136K	Hold	1,119	–	–	0.02%	54
2017 Q4	$137K	Sell	1,119 -300	-21%	-$36.7K	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%	+$113K	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%	-$28.5K	﹤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	+$49K	0.01%	44