Wealthcare Capital Management LLC Reduced Holdings in Q4 2024

Wealthcare Capital Management LLC

  • $972 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-69K
- 5.08%
$280.04 - $302.45 $19.3M - $20.9M
1.29M $373M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-27.7K
- 17.61%
$45.38 - $46.88 $1.26M - $1.3M
129K $5.91M
VGIT
Vanguard Intermediate Term Tre

ETFs
-21.6K
- 61.11%
$57.78 - $60.4 $1.25M - $1.3M
13.7K $796K
MUB
Ishares National Muni Bond ETF

ETFs
-7.18K
- 10.05%
$105.78 - $108.7 $759K - $780K
64.2K $6.84M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8.15K
- 15.68%
$124.26 - $134.12 $1.01M - $1.09M
43.8K $5.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11.7K
- 61.22%
$57.53 - $60.83 $674K - $713K
7.43K $427K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-10.2K
- 56.15%
$58.88 - $64.8 $599K - $659K
7.94K $467K
IXUS
Ishares Tr

ETFs
-3.39K
- 5.31%
$65.95 - $72.56 $223K - $246K
60.3K $3.99M
IVZ
Invesco Ltd.

Financial Services
-33K
- 4.97%
$16.78 - $18.63 $554K - $615K
631K $11M
IVV
Ishares Core S&P 500 ETF

ETFs
-688
- 13.59%
$570.51 - $610.59 $393K - $420K
4.37K $2.57M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.65K
- 20.71%
$91.29 - $91.8 $151K - $152K
6.33K $578K
VNQ
Vanguard Specialized Funds Van

ETFs
-416
- 4.3%
$87.85 - $98.6 $36.5K - $41K
9.25K $824K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-760
- 8.51%
$56.61 - $61.63 $43K - $46.8K
8.17K $463K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-676
- 6.41%
$36.15 - $41.9 $24.4K - $28.3K
9.87K $358K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1K
- 4.02%
$107.41 - $115.71 $108K - $116K
23.9K $2.64M
HD
Home Depot, Inc.

Consumer Cyclical
-89
- 4.16%
$385.02 - $431.37 $34.3K - $38.4K
2.05K $796K
MGV
Vanguard Mega Cap Value

ETFs
-301
- 4.18%
$124.06 - $133.48 $37.3K - $40.2K
6.9K $861K
XT
Ishares Tr Exponential Technol

ETFs
-653
- 5.31%
$58.7 - $62.72 $38.3K - $41K
11.6K $694K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-337
- 0.72%
$25.25 - $26.34 $8.51K - $8.88K
46.7K $1.18M
EFV
Msci Eafe Value ETF

ETFs
-132
- 1.95%
$51.78 - $57.15 $6.83K - $7.54K
6.65K $348K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.28K
- 12.55%
$33.92 - $36.6 $43.4K - $46.8K
8.92K $308K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-227
- 1.0%
$27.51 - $29.16 $6.24K - $6.62K
22.5K $631K
CGDV
Capital Group Divid Value ETF

ETFs
-199
- 1.23%
$35.16 - $37.12 $7K - $7.39K
15.9K $561K
VONV
Vanguard Russell 1000 Value Et

ETFs
-196
- 6.38%
$80.87 - $87.69 $15.9K - $17.2K
2.88K $233K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-63
- 5.33%
$521.84 - $558.82 $32.9K - $35.2K
1.12K $602K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-234
- 4.85%
$56.06 - $61.35 $13.1K - $14.4K
4.59K $259K
CGGR
Capital Group Growth ETF Shs C

ETFs
-850
- 9.99%
$34.49 - $39.24 $29.3K - $33.4K
7.66K $284K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.45%
$554.08 - $632.68 $2.22K - $2.53K
893 $526K
IVW
Ishares S&P 500 Growth ETF

ETFs
-51
- 1.56%
$94.43 - $105.47 $4.82K - $5.38K
3.22K $327K
GOOG
Alphabet Inc.

Communication Services
-10
- 0.65%
$163.08 - $198.16 $1.63K - $1.98K
1.52K $290K
AVGO
Broadcom Inc.

Technology
-44
- 2.51%
$159.67 - $250.0 $7.03K - $11K
1.71K $396K
NVDA
Nvidia Corp

Technology
-101
- 0.95%
$117.0 - $148.88 $11.8K - $15K
10.5K $1.41M
TSLA
Tesla, Inc.

Consumer Cyclical
-76
- 4.47%
$213.65 - $479.86 $16.2K - $36.5K
1.63K $656K
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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