Wealthcare Capital Management LLC Closed Holding Positions

Wealthcare Capital Management LLC

  • $972 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UGI
Ugi Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
73
$41.25 - $47.88 $3.01K - $3.5K
ULH
Universal Logistics Holdings, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
93
$21.5 - $26.88 $2K - $2.5K
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
293
$17.47 - $19.38 $5.12K - $5.68K
UNB
Union Bankshares Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
62
$29.73 - $37.75 $1.84K - $2.34K
UNM
Unum Group

Financial Services
Q2 2021 Filed on Aug 16, 2021
168
$27.03 - $31.9 $4.54K - $5.36K
USAK
Usa Truck Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
336
$14.13 - $20.78 $4.75K - $6.98K
Us Well Svcs Inc Cl A
Q2 2021 Filed on Aug 16, 2021
1,697
N/A
UVV
Universal Corp

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
32
$53.89 - $60.32 $1.72K - $1.93K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
38
$156.14 - $181.1 $5.93K - $6.88K
VICI
Vici Properties Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
113
$28.64 - $33.14 $3.24K - $3.74K
VICR
Vicor Corp

Technology
Q2 2021 Filed on Aug 16, 2021
42
$75.43 - $105.74 $3.17K - $4.44K
VMW
Vmware, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
550
$150.72 - $170.03 $82.9K - $93.5K
VNT
Vontier Corp

Technology
Q2 2021 Filed on Aug 16, 2021
16
$30.44 - $35.19 $487 - $563
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
178
$12.97 - $16.15 $2.31K - $2.87K
VUG
Vanguard Growth ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
169
$257.69 - $287.23 $43.5K - $48.5K
WASH
Washington Trust Bancorp Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
33
$49.82 - $55.92 $1.64K - $1.85K
WERN
Werner Enterprises Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
42
$42.66 - $48.91 $1.79K - $2.05K
WEX
Wex Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
14
$187.76 - $229.02 $2.63K - $3.21K
WHG
Westwood Holdings Group Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
178
$15.56 - $22.09 $2.77K - $3.93K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
917
$7.48 - $17.2 $6.86K - $15.8K
ELME
Elme Communities
Q2 2021 Filed on Aug 16, 2021
62
N/A
WRK
West Rock CO

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
55
$52.03 - $61.81 $2.86K - $3.4K
WSBC
Wesbanco Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
65
$34.85 - $39.7 $2.27K - $2.58K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
23
$284.77 - $363.2 $6.55K - $8.35K
Wvs Financial Corp
Q2 2021 Filed on Aug 16, 2021
308
N/A
WVVI
Willamette Valley Vineyards Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
1,520
$9.15 - $15.55 $13.9K - $23.6K
Cimarex Energy CO
Q2 2021 Filed on Aug 16, 2021
310
N/A
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
71
$17.93 - $20.74 $1.27K - $1.47K
XLE
Energy Sector Spdr

ETFs
Q2 2021 Filed on Aug 16, 2021
290
$47.07 - $56.19 $13.7K - $16.3K
XLF
Financial Sector Spdr

ETFs
Q2 2021 Filed on Aug 16, 2021
590
$34.47 - $38.47 $20.3K - $22.7K
XLI
Industrial Sector Spdr

ETFs
Q2 2021 Filed on Aug 16, 2021
117
$98.78 - $105.53 $11.6K - $12.3K
Exone CO
Q2 2021 Filed on Aug 16, 2021
21
N/A
XPL
Solitario Zinc Corp.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
2,419
$0.62 - $0.85 $1.5K - $2.06K
XPO
Xpo Logistics, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
8
$73.05 - $88.74 $584 - $710
YORW
York Water CO

Utilities
Q2 2021 Filed on Aug 16, 2021
79
$45.3 - $52.6 $3.58K - $4.16K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
35
$288.49 - $394.73 $10.1K - $13.8K
ICLN
Ishares

ETFs
Q1 2021 Filed on Apr 30, 2021
21,551
$22.27 - $33.41 $480K - $720K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2020 Filed on Feb 02, 2021
7,503
$26.72 - $30.68 $200K - $230K
Abraxas Petroleum Corp
Q3 2020 Filed on Oct 28, 2020
39,279
N/A
Kempharm Inc
Q2 2020 Filed on Jul 29, 2020
2,000
N/A
Allianzgi Equity & Conv Income
Q2 2020 Filed on Jul 29, 2020
115
N/A
Raytheon CO
Q2 2020 Filed on Jul 29, 2020
156
N/A
VGLT
Vanguard Long Term Treasury Et

ETFs
Q2 2020 Filed on Jul 29, 2020
394
$95.5 - $104.36 $37.6K - $41.1K
Allergan PLC
Q2 2020 Filed on Jul 29, 2020
1
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q2 2020 Filed on Jul 29, 2020
2,415
N/A
Retail Properties Of America I
Q2 2020 Filed on Jul 29, 2020
556
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2020 Filed on Jul 29, 2020
405
$54.11 - $54.66 $21.9K - $22.1K
LSXMK
Liberty Media Corp

Communication Services
Q2 2020 Filed on Jul 29, 2020
11
$26.79 - $39.82 $295 - $438
Ubs Etracs Alerian Mlp Infrast
Q2 2020 Filed on Jul 29, 2020
419
N/A
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