Wealthcare Capital Management Llc Buys iShares Core U.S. Aggregate Bond, Vanguard FTSE All World Ex US, iShares 1-3 Year Treasury Bond ETF, Sells iShares 7-10 Year Treasury Bond ETF, Schwab U.S. TIPs, iShares Core S&P Total U.S. Stock Market

Author's Avatar
Apr 29, 2020
Article's Main Image
Richmond, VA, based Investment company Wealthcare Capital Management Llc (Current Portfolio) buys iShares Core U.S. Aggregate Bond, Vanguard FTSE All World Ex US, iShares 1-3 Year Treasury Bond ETF, iShares MBS ETF, Vanguard S&P 500, sells iShares 7-10 Year Treasury Bond ETF, Schwab U.S. TIPs, iShares Core S&P Total U.S. Stock Market, iShares Core MSCI Total International Stock ETF, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Wealthcare Capital Management Llc. As of 2020Q1, Wealthcare Capital Management Llc owns 271 stocks with a total value of $740 million. These are the details of the buys and sells.

For the details of WEALTHCARE CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthcare+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of WEALTHCARE CAPITAL MANAGEMENT LLC
  1. Vanguard Total Stock Market (VTI) - 2,494,406 shares, 43.44% of the total portfolio. Shares added by 16.32%
  2. iShares 7-10 Year Treasury Bond ETF (IEF) - 1,566,616 shares, 25.71% of the total portfolio. Shares reduced by 28.34%
  3. Vanguard FTSE All World Ex US (VEU) - 1,611,241 shares, 8.93% of the total portfolio. Shares added by 31.98%
  4. Schwab U.S. TIPs (SCHP) - 774,560 shares, 6.02% of the total portfolio. Shares reduced by 41.83%
  5. iShares Core U.S. Aggregate Bond (AGG) - 354,341 shares, 5.52% of the total portfolio. Shares added by 1378.21%
New Purchase: iShares MBS ETF (MBB)

Wealthcare Capital Management Llc initiated holding in iShares MBS ETF. The purchase prices were between $105.3 and $110.44, with an estimated average price of $108.82. The stock is now traded at around $110.90. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,858 shares as of .

New Purchase: Vanguard S&P 500 (VOO)

Wealthcare Capital Management Llc initiated holding in Vanguard S&P 500. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $269.45. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,035 shares as of .

New Purchase: iShares CMBS Bond (CMBS)

Wealthcare Capital Management Llc initiated holding in iShares CMBS Bond. The purchase prices were between $50.24 and $55.76, with an estimated average price of $53.32. The stock is now traded at around $53.50. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,798 shares as of .

New Purchase: ishares Gold Trust (IAU)

Wealthcare Capital Management Llc initiated holding in ishares Gold Trust. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.43. The impact to a portfolio due to this purchase was 0.04%. The holding were 19,057 shares as of .

New Purchase: Liberty Braves Group (BATRK)

Wealthcare Capital Management Llc initiated holding in Liberty Braves Group. The purchase prices were between $13.47 and $29.84, with an estimated average price of $25.81. The stock is now traded at around $21.94. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 148 shares as of .

New Purchase: Covetrus Inc (CVET)

Wealthcare Capital Management Llc initiated holding in Covetrus Inc. The purchase prices were between $5.64 and $15.23, with an estimated average price of $11.53. The stock is now traded at around $11.59. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 13 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Wealthcare Capital Management Llc added to a holding in iShares Core U.S. Aggregate Bond by 1378.21%. The purchase prices were between $106.34 and $117.61, with an estimated average price of $113.49. The stock is now traded at around $117.36. The impact to a portfolio due to this purchase was 5.15%. The holding were 354,341 shares as of .

Added: Vanguard FTSE All World Ex US (VEU)

Wealthcare Capital Management Llc added to a holding in Vanguard FTSE All World Ex US by 31.98%. The purchase prices were between $35.86 and $54.78, with an estimated average price of $49.6. The stock is now traded at around $44.70. The impact to a portfolio due to this purchase was 2.16%. The holding were 1,611,241 shares as of .

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Wealthcare Capital Management Llc added to a holding in iShares 1-3 Year Treasury Bond ETF by 32.69%. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.65. The impact to a portfolio due to this purchase was 0.09%. The holding were 30,538 shares as of .

Added: iShares MSCI KLD 400 Social (DSI)

Wealthcare Capital Management Llc added to a holding in iShares MSCI KLD 400 Social by 23.22%. The purchase prices were between $83.87 and $127.27, with an estimated average price of $114.24. The stock is now traded at around $111.23. The impact to a portfolio due to this purchase was 0.04%. The holding were 16,494 shares as of .

Added: SPDR Portfolio S&P 600 Small Cap (SPSM)

Wealthcare Capital Management Llc added to a holding in SPDR Portfolio S&P 600 Small Cap by 78.66%. The purchase prices were between $18.96 and $33.37, with an estimated average price of $29.32. The stock is now traded at around $25.66. The impact to a portfolio due to this purchase was 0.03%. The holding were 19,671 shares as of .

Added: Vanguard Information Tech (VGT)

Wealthcare Capital Management Llc added to a holding in Vanguard Information Tech by 174.31%. The purchase prices were between $185.49 and $273.21, with an estimated average price of $244.1. The stock is now traded at around $243.52. The impact to a portfolio due to this purchase was 0.01%. The holding were 299 shares as of .

Sold Out: Schwab International Equity (SCHF)

Wealthcare Capital Management Llc sold out a holding in Schwab International Equity. The sale prices were between $22.3 and $34.12, with an estimated average price of $31.02.

Sold Out: Vanguard Total International Bond ETF (BNDX)

Wealthcare Capital Management Llc sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $54.98 and $58.4, with an estimated average price of $57.14.

Sold Out: Schwab International Small-Cap Equity (SCHC)

Wealthcare Capital Management Llc sold out a holding in Schwab International Small-Cap Equity. The sale prices were between $20.7 and $34.9, with an estimated average price of $31.07.

Sold Out: Invitation Homes Inc (INVH)

Wealthcare Capital Management Llc sold out a holding in Invitation Homes Inc. The sale prices were between $16.13 and $32.61, with an estimated average price of $28.44.

Sold Out: Royal Bank of Canada (RY)

Wealthcare Capital Management Llc sold out a holding in Royal Bank of Canada. The sale prices were between $49.61 and $82.62, with an estimated average price of $74.51.

Sold Out: Crown Castle International Corp (CCI)

Wealthcare Capital Management Llc sold out a holding in Crown Castle International Corp. The sale prices were between $116.98 and $168.06, with an estimated average price of $149.21.



Here is the complete portfolio of WEALTHCARE CAPITAL MANAGEMENT LLC. Also check out:

1. WEALTHCARE CAPITAL MANAGEMENT LLC's Undervalued Stocks
2. WEALTHCARE CAPITAL MANAGEMENT LLC's Top Growth Companies, and
3. WEALTHCARE CAPITAL MANAGEMENT LLC's High Yield stocks
4. Stocks that WEALTHCARE CAPITAL MANAGEMENT LLC keeps buying