Wealthcare Capital Management LLC Sells in Q1 2025

Wealthcare Capital Management LLC

  • $962 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-55.1K
- 4.28%
$271.18 - $303.12 $14.9M - $16.7M
1.23M $337M
IVZ
Invesco Ltd.

Financial Services
-33K
- 5.23%
$14.82 - $19.34 $489K - $638K
598K $9.06M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14.1K
- 11.43%
$64.88 - $72.1 $914K - $1.02M
109K $7.14M
MUB
Ishares National Muni Bond ETF

ETFs
-6.28K
- 9.79%
$104.71 - $107.69 $658K - $677K
57.9K $6.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.95K
- 32.19%
$95.85 - $99.25 $762K - $789K
16.7K $1.65M
IWM
Ishares Russell 2000 ETF

ETFs
-2.27K
- 66.33%
$198.1 - $229.79 $449K - $521K
1.15K $230K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-7.47K
- 18.64%
$47.33 - $47.92 $354K - $358K
32.6K $1.55M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-11.7K
- 52.02%
$26.82 - $28.5 $313K - $333K
10.8K $295K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.14K
- 6.84%
$40.03 - $46.81 $126K - $147K
42.7K $1.74M
NVDA
Nvidia Corp

Technology
-84
- 0.8%
$106.98 - $149.43 $8.99K - $12.6K
10.4K $1.13M
SPMD
Spdr Portfolio

ETFs
-2.79K
- 8.96%
$50.21 - $57.73 $140K - $161K
28.4K $1.45M
EFV
Msci Eafe Value ETF

ETFs
-3.16K
- 47.53%
$51.88 - $60.73 $164K - $192K
3.49K $207K
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.67K
- 0.17%
$50.29 - $50.5 $134K - $135K
1.61M $81M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-4.36K
- 12.48%
$41.61 - $44.72 $181K - $195K
30.6K $1.33M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.33K
- 14.32%
$85.55 - $94.34 $113K - $125K
7.93K $711K
GOOGL
Alphabet Inc.

Communication Services
-69
- 2.49%
$154.33 - $206.19 $10.6K - $14.2K
2.7K $416K
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.56%
$190.26 - $242.06 $3.81K - $4.84K
3.53K $672K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.81K
- 11.29%
$54.25 - $57.64 $98.2K - $104K
14.2K $784K
IFRA
Ishares Tr

ETFs
-1.71K
- 17.68%
$44.8 - $49.25 $76.4K - $84K
7.94K $357K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.61K
- 8.32%
$20.7 - $21.15 $54K - $55.2K
28.7K $595K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-730
- 11.53%
$91.45 - $91.75 $66.8K - $67K
5.6K $513K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-2.22K
- 22.53%
$36.6 - $39.56 $81.4K - $88K
7.65K $296K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-492
- 6.17%
$57.21 - $65.8 $28.1K - $32.4K
7.48K $435K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.04K
- 10.39%
$59.28 - $66.1 $121K - $135K
17.6K $1.13M
GOOG
Alphabet Inc.

Communication Services
-20
- 1.31%
$156.06 - $207.71 $3.12K - $4.15K
1.5K $234K
XT
Ishares Tr Exponential Technol

ETFs
-583
- 5.01%
$57.56 - $64.0 $33.6K - $37.3K
11.1K $640K
VEA
Vanguard Ftse Developed Market

ETFs
-2.58K
- 10.34%
$47.4 - $52.99 $122K - $136K
22.3K $1.14M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-44
- 0.61%
$58.81 - $68.2 $2.59K - $3K
7.11K $424K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-549
- 7.39%
$56.17 - $59.71 $30.8K - $32.8K
6.88K $389K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.36%
$507.05 - $563.67 $2.03K - $2.25K
1.12K $569K
PAVE
Global X Fds Us Infrastructure

ETFs
-230
- 2.72%
$37.31 - $43.82 $8.58K - $10.1K
8.22K $309K
MGV
Vanguard Mega Cap Value

ETFs
-349
- 5.06%
$123.61 - $133.01 $43.1K - $46.4K
6.55K $833K
META
Meta Platforms, Inc.

Communication Services
-14
- 1.57%
$576.36 - $736.67 $8.07K - $10.3K
879 $506K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-90
- 1.47%
$39.96 - $43.3 $3.6K - $3.9K
6.05K $247K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-287
- 9.18%
$74.85 - $84.89 $21.5K - $24.4K
2.84K $234K
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-1.35K
- 0.28%
N/A
485K $0
CGXU
Capital Group Intl Focus Equit

ETFs
-27
- 0.29%
$24.48 - $26.59 $661 - $718
9.17K $227K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7
- 0.09%
$44.41 - $45.98 $311 - $322
7.93K $360K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.39%
$890.62 - $1076.86 $1.78K - $2.15K
516 $488K
XOM
Exxon Mobil Corp

Energy
-23
- 0.27%
$105.44 - $118.93 $2.43K - $2.74K
8.53K $1.01M
IXUS
Ishares Tr

ETFs
-2.05K
- 3.4%
$65.06 - $72.31 $134K - $149K
58.3K $4.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-8.17K
- 2.27%
$25.69 - $26.89 $210K - $220K
351K $9.41M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-358
- 0.41%
$114.57 - $118.14 $41K - $42.3K
86.3K $10.2M
PHYS
Sprott Physical Gold Trust

Financial Services
-213K
- 11.12%
$20.25 - $24.06 $4.3M - $5.11M
1.7M $40.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-12.5K
- 1.15%
$56.51 - $62.98 $706K - $786K
1.07M $65.2M
PSLV
Sprott Physical Silver Trust

Financial Services
-400K
- 9.75%
$9.86 - $11.68 $3.95M - $4.68M
3.71M $43M
Activity Summary
Buys All Purchases 36 New Holdings 9 Increased Positions 27 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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