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WCM
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
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1-Year Est. Return
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$45.6B AUM
18.83%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
LMIM
Lockheed Martin Investment Management
Bethesda, Maryland
$2.73B AUM
28.24%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
PCA
Personal Capital Advisors
Redwood City, California
$20.6B AUM
13.65%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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