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Wealthcare Capital Management’s Willamette Valley Vineyards WVVI Stock Holding History

Wealthcare Capital Management’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,520
Closed -$14K – 681
2021
Q1 		$14K Buy
+1,520
New +$11.6K ﹤0.01% 246

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Willamette Valley Vineyards (WVVI) in Q2 2021, closing a stake of 1,520 shares — an estimated $14K sold.

Wealthcare Capital Management first reported a position in WVVI in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 30 funds tracked by Wall St. Rank hold WVVI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Willamette Valley Vineyards position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,520 Willamette Valley Vineyards shares in Q2 2021, an estimated $14K.
  • Wealthcare Capital Management first reported a position in Willamette Valley Vineyards in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Willamette Valley Vineyards position peaked at $14K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2021.

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