Wealthcare Capital Management’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-900	Closed	-$110K	–	207
2018 Q3	$110K	Sell	900 -397	-31%	-$48.5K	0.01%	63
2018 Q2	$153K	Hold	1,297	–	–	0.02%	53
2018 Q1	$145K	Hold	1,297	–	–	0.02%	53
2017 Q4	$145K	Hold	1,297	–	–	0.02%	53
2017 Q3	$139K	Hold	1,297	–	–	0.02%	53
2017 Q2	$133K	Hold	1,297	–	–	0.02%	54
2017 Q1	$130K	Hold	1,297	–	–	0.01%	56
2016 Q4	$124K	Hold	1,297	–	–	0.01%	53
2016 Q3	$118K	Hold	1,297	–	–	0.01%	51
2016 Q2	$111K	Hold	1,297	–	–	0.01%	55
2016 Q1	$107K	Sell	1,297 -308	-19%	-$23.8K	0.01%	57
2015 Q4	$134K	Sell	1,605 -303	-16%	-$25.9K	0.02%	57
2015 Q3	$156K	Buy	1,908 +140	+8%	+$12.4K	0.02%	50
2015 Q2	$163K	Buy	1,768 +229	+15%	+$21.3K	0.02%	53
2015 Q1	$142K	Hold	1,539	–	–	0.02%	121
2014 Q4	$135K	Sell	1,539 -275	-15%	-$23.6K	0.02%	48
2014 Q3	$152K	Hold	1,814	–	–	0.02%	48
2014 Q2	$159K	Buy	1,814 +239	+15%	+$20.1K	0.02%	46
2014 Q1	$134K	Hold	1,575	–	–	0.02%	48
2013 Q4	$130K	Hold	1,575	–	–	0.02%	29
2013 Q3	$121K	Sell	1,575 -39	-2%	-$2.91K	0.02%	27
2013 Q2	$113K	Buy	+1,614	New	+$112K	0.02%	28

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthcare Capital Management's VXF Position: Q4 2018 in Review

Wealthcare Capital Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 900 shares — an estimated $110K sold.

Wealthcare Capital Management first reported a position in VXF in Q2 2013 and held it in 22 quarters. The position peaked at $163K in Q2 2015. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

Wealthcare Capital Management reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
Wealthcare Capital Management sold 900 Vanguard Extended Market ETF shares in Q4 2018, an estimated $110K.
Wealthcare Capital Management first reported a position in Vanguard Extended Market ETF in Q2 2013 and held it in 22 quarters.
Wealthcare Capital Management's Vanguard Extended Market ETF position peaked at $163K in Q2 2015.
346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on Wealthcare Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.