Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 82 | 900,276,611 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 151 | $299,019 | 1,701 | 0.00 | 0.00 | -43 | -2.47 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 152 | $289,400 | 585 | 0.00 | 0.00 | -20 | -3.31 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 154 | $278,384 | 662 | 0.00 | 0.00 | -151 | -18.57 | 03-31-2024 |
